Recruit and train new agents to CRC Benefits by promoting CRC Benefits' 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 CRC Benefits' specialized services
Work effectively in a team sales environment and coordinate all sales and retention activity as needed 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
Educate and train agents on carrier administrative procedures, product availability, and the value each brings to the customer
Host strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary
Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics
Market to agents/brokers and encourage them to place their clients’ business with us
Provide “just in time” sales expertise to maximize results
Develop strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data
Coordinate with partner carrier resources as needed to maximize results
Adhere to the CRC Benefits confidentiality standards of information
Occasional long, irregular hours during peak times.

Active Life & Health License is required
HS Diploma or GED equivalent required
Associates degree preferred
3+ years’ experience in a related health insurance/employee benefits sales role
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role with a health insurance carrier or broker
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Benefits Sales Executive

Key skills