Improve, identify and implement process for efficiency in placing and tracking business
Identified as a "go-to" person for clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers
Identify and communicate carrier specialties for greater efficiencies and process development
Continual educational development in all aspects of the business to support channel initiatives
Instrumental in recommending and suggesting process improvement for identifying issues and developing and recommending solutions for greater efficiency
Provide proactive customer service driven to achieve revenue plan
Process/complete case management requirements for both light and full service model
Work with Marketing to develop campaigns
Support service initiatives to Tellus channel
Requirements
High School Graduate or equivalent GED
Experience with PCs in a Windows environment
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers' niche, advanced sales, licensing and contracting and commissions
Three years of experience in sales, underwriting, case design and/or case management processing
Proven track record of excellent customer service
Solution-oriented, ability to go above and beyond
Results-oriented; ability to work creatively within guidelines
Excellent computer skills, proficient in Excel, Word, Outlook and Access
Excellent interpersonal skills and a collaborative management style.
Benefits
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.