CRC Benefits - Sales Executive, Large Group Benefits (Remote)
CRC Group
Sales Executive, Large Group
The Sales Executive, Large Group will be the CRC Benefits subject matter expert for all large group products in an assigned geography and with regional sales team. Develop an intimate knowledge of the broker firms, the new business opportunity flow, and their existing book of business in an assigned geography to increase our large group revenue and coverage count. This is a remote role. Our teams are able to 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 growth is encouraged, CRC Benefits could be the place.
Key Responsibilities
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.
- Fulfill production goals by assisting regional sales team with their focus on selling Large Group customers and products.
- Maintain an in-depth understanding of all Large Group products and processes and how our field sales team and agents/brokers interact with these products and processes.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value added expertise to our field sales team and agents/brokers.
- Effectively support our field sales team and agents/brokers to encourage them to maintain and grow their large group business by:
- Reviewing the large group opportunities that our regional team has in their pipeline and providing consultative assistance to create revenue, and add coverage counts.
- Conducting regular follow-up calls, both in office and in market, to sell large group new business and grow the existing large group book with our products and services.
- Providing information on large group carrier administrative procedures and product availability, and direction in selecting appropriate large group products.
- Assist agents/brokers in obtaining sales materials and supplies.
- Assisting agents/brokers in presenting our Large Group products to clients by attending meetings as needed.
- Learn and utilize our large group products and services to reach our sales goals.
- Adhere to the CRC Benefits confidentiality standards of information.
Education and Experience
- Associate's degree preferred.
- 3+ years' experience in a related insurance/employee benefit sales role.
Certifications, Licenses, Registrations
- Active Life & Health License is required.
Functional Skills
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
- Physical requirements include sitting, frequently speaking, and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
- Resolve conflicts, solve problems, and provide feedback to management.
- Other duties as assigned by management.
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.
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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