CRC - Retention Representative; Remote

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States bestehich)

Please review the following job description:

Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new clients. Owns the new business quote process and sales strategies. Work closely with members in POD to ensure continued growth of new sales.

This is a remote role. Our teams collaborate using video and screen sharing technology which means you’ll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight!

If you want to work for a company where employees are valued and mystery is encouraged, CRC Benefits could be the place.

יאת Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Work effectively in a team sales environment to coordinate all retention and new sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Maintain increasing knowledge of industry markets, products, and legal environments to provide a value-added Nachrichten to agents/brokers.
• Work to effectively service agents/brokers’ renewals and to encourage them to grow their clients’ business by:
• Providing information on product availability, and the value each creates for the customer.
• Offering direction around the appropriate strategy to renew and place new business.
• Placing outbound renewal calls; following up on proposals for renewals.
• Conducting regular follow-up calls to agents/brokers, to maintain current accounts and market our services.
• Involving Benefits Sales Executive as appropriate with assistance in closing new cases and adding product lines as needed.
• Assisting agents/brokers in presenting our products to clients by joining client/broker calls as needed.
• Organize and send Request for Proposals (RFP).
• Follow up with brokers for missing RFP information.
• Prepare finalist presentations for presentation to the broker and or client.
• Arrange technology presentations to broker and or client.
• Adhere to Benefit Mall confidentiality standards of information.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• HS Diploma or GED equivalent (required)
• 2+ years professional experience in a related selling or telemarketing environment (required)
• Associate’s Degree (preferred)

• Active Life & Health License must be obtained within 90 days of employment.

• Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
• Good knowledge of carrier plan features, benefits, and underwriting guidelines.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

At CRC Group, we’re committed to supporting every aspect of teammates’ well‑being – physical, emotional, financial,…