Recruit and train new agents to CRC Benefits by promoting the company's unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of the company's specialized services.
Work effectively in a team sales environment and coordinate all sales and retention activity to assure the fastest, easiest, and most trusted benefits selling experience.
Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
Effectively market to agents/brokers and encourage them to place their clients’ business with us by coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers.
Provide “just in time” sales expertise to maximize results.
Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.

HS Diploma or GED equivalent (required)
3+ years’ experience in a related insurance/employee benefit medical sales role (required)
Associate’s Degree (preferred)
Active Life & Health License required
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome

medical, dental, vision, life, disability, and AD&D insurance
tax-advantaged savings accounts
401(k) plan with company match
paid time off programs, including company holidays, vacation and sick days, new parent leave

Benefits Sales Executive

Key skills