Market and generate new sales of insurance products through existing agents/brokers
Develop relationships with new clients
Owns the new business quote process and sales strategies
Work closely with members in POD to ensure continued growth of new sales
Coordinate all new business sales activity as needed
Provide information on carrier administrative procedures, product availability, and the value each creates for the customer
Offer guidance in selecting the best solution while driving sales
Placing outbound sales calls; following up on requests for proposals
Conduct regular follow-up calls to agents/brokers to maintain quote activity
Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates
Adhere to CRC Benefits confidentiality standards of information.
Resolve conflicts, solve problems, and provide feedback to management

HS Diploma or GED equivalent required
Associates degree preferred
2+ years professional experience in a related selling or telemarketing environment
Understanding of insurance products preferably attained through working in an insurance marketing or selling program
Good knowledge of carrier plan features, benefits, and underwriting guidelines
Active Life & Health License must be obtained within 90 days of employment
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Inside Sales Representative

Key skills