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
Provide 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

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
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

Sales Executive, Large Group Benefits

Key skills