Key skills
Sales
About this role
Role Overview
- 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
Requirements
- Associate’s degree preferred
- 3+ years’ experience in a related insurance/employee benefit sales role
- Active Life & Health License is required
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange
- Proficient in web browsers, specifically Google Chrome
Benefits
- medical, dental, vision, life, disability, and AD&D insurance
- tax-advantaged savings accounts
- 401(k) plan with company match
- generous paid time off programs
- company holidays
- vacation and sick days
- new parent leave