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.
This is a fully remote position; The Account Service Division (ASD) at CRC Benefits partners with insurance brokers to manage existing books of business. 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.
Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Conduct group meetings/webinars to further educate our Customer base on the services we provide.
Provide routine follow-up in on service issues and renewals.
Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.
Other duties as assigned by management.
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Associates degree preferred, along with a minimum of two (2) years’ experience in a group benefits account renewal environment.
Solid understanding of insurance products, preferably attained through working with a group health insurance broker or carrier.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers, most notably Google Chrome and Microsoft Edge.
Manage multiple responsibilities simultaneously.
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; 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.