Account Executive - Employee Benefits

Job Description

The Account Executive is responsible for retention of co-broker small employer group accounts by maintaining relationships with clients/health insurance carrier representatives and suggesting new lines of coverage.

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This is a fully remote position; however, candidates must have strong knowledge of Florida group benefits and an active Life & Health license to be considered.

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The Account Service Division (ASD) at CRC Benefits partners with insurance brokers to manage existing books of business. The ideal candidate has an active license and extensive experience in small group benefits, preferably with a broker background. Skills required to be successful in this position are managing a high volume of business, strong multitasking and organizational skills. We need an excellent communicator who collaborates well in a team environment, enjoys relationship-building, and who is able to adapt to change and adopt technology in a fast-growing organization.

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At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. As a result of listening to our employees, CRC Benefits earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place!

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Key Responsibilities

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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.

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• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
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• Maintain a good understanding of the Company’s products and processes and how clients interact with these products and processes.
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• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
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• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
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• Conduct group meetings/webinars to further educate our Customer base on the services we provide.
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• Provide routine follow-up in on service issues and renewals.
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• Listen to the client ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
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• Work renewal and market groups in order to obtain best products for them.
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• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.
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• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
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• Other duties as assigned by management.
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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.

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Education And Experience

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• Associates degree preferred, along with a minimum of two (2) years’ experience in a group benefits account renewal environment.
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Certifications, licenses, registrations

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• Insurance Producer’s License required.
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Functional Skills

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• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
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• Solid understanding of insurance products, preferably attained through working with a group health insurance broker or carrier.
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• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers, most notably Google Chrome and Microsoft Edge.
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• Communicate with all levels of internal and external personnel, both verbally and in writing.
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• Develop and maintain good working relationships.
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• Determine when issues need to be escalated to a higher level.
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• Work in and contribute to a positive team environment.
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• Manage multiple responsibilities simultaneously.
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General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

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CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify