Account Executive

Talent Acquisition Specialist at CRC Benefits

This role provides a seamless experience for our broker customers from sales to service delivery. You will be the single point of contact for assigned broker firms to resolve any open service needs and deliver superlative, personalized care. You will ensure a high level of customer satisfaction and exceed expectations by providing quality information and superior customer service for a defined scope of issues and post‑enrollment inquiries.

This is a hybrid role, so successful candidates must currently live in the greater Livingston, NJ area and have strong employee health insurance experience
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$70,000.00/yr - $85,000.00/yr

• You will be the person our customers rely on to help them with any concerns or support needs regarding their book of business with CRC Benefits.
• Provide quality information and accurate solutions for a defined scope of customer issues via telephone and email correspondence.
• Identify and correspond with relevant departments within CRC Benefits.
• Determine when customer issues need to be escalated and use appropriate channels for timely resolution.
• Proactively keep customers updated on status and outcome of ongoing support cases; including any necessary additional information that may be required from the customer.
• Provide quality customer service for issues regarding benefit administration group changes, employee enrollment changes,  status, and effective date inquiries.
• Facilitate communication to continue further educating our customer base on the services we provide.
• Provide routine follow‑up on service issues.
• Adapt support based on the customer’s changing needs during interaction.
• Listen to customer ideas, resolve conflicts, solve problems, and provide feedback to company management.
• Develop increasing knowledge of insurance industry markets, products, and state‑specific rules & regulations to provide a value‑added service to customers.
• Research and provide information on carrier administrative procedures, product availability, and product details.
• Understand all customer‑facing products and the interactions, as well as learn new internal system processes, features and functions.
• Understand the company’s internal products and processes and how customers interact with them.
• Deliver elevated service to existing growth brokers and new brokers to CRC Benefits.
• Own customer loyalty.
• Use data and metrics to guide customer behaviors around products and service‑oriented activities.
• Actively participate in regular team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.

• 2+ years’ experience in a related priority customer support environment ideally within the group benefits industry.
• Life and Health Insurance License.
• Working knowledge of medical conditions/terminology and insurance products.
• Prior experience dealing with multiple customer service issues.

• Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
• Good knowledge of carrier plan features, benefits, HIPAA laws and guidelines, and underwriting guidelines.
• Ability to read, analyze and interpret Explanation of Benefits (EOB).
• Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.
• Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
• Familiarity with the security measures pertaining to Personal Health Information (PHI).
• Work in and contribute to a positive team environment.
• Complete tasks on time while managing multiple tasks simultaneously.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer and Google Chrome.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated…