Account Executive

This is a fully remote position, open to applicants in Texas.

📋 Description

• Ensure a smooth customer experience from sales through to service delivery

• Act as the primary liaison for designated broker firms

• Address customer service inquiries via phone and email

• Supply precise information and solutions related to benefit administration, enrollment modifications, ID cards, and effective dates

• Recognize and collaborate with pertinent internal departments

• Elevate customer issues through proper channels for prompt resolution

• Keep customers updated regarding the status and results of support cases

• Educate customers on CRC Benefits services

• Regularly follow up on service matters and adjust support based on evolving customer needs

• Resolve disputes, address issues, and provide constructive feedback to management

• Investigate carrier administrative processes, product availability, and product specifics

• Acquire knowledge of customer-facing products and internal system operations

• Deliver exceptional service to both existing growth brokers and new brokers

• Foster customer loyalty and utilize data and metrics to influence customer behaviors

• Uphold the confidentiality of company information

• Meet phone and electronic service targets

• Engage in regular team meetings and contribute to enhancing customer satisfaction

• Carry out additional responsibilities as assigned by management

⛳️ Requirements

• Associate degree or equivalent

• Over 2 years of experience in a related sales or priority customer support role

• Proficient understanding of medical conditions, terminology, and insurance products

• Previous experience managing multiple customer service challenges

• Strong verbal and written communication skills with both internal and external stakeholders

• Familiarity with carrier plan features, benefits, HIPAA laws and regulations, and underwriting guidelines

• Capable of reading, analyzing, and interpreting Explanations of Benefits (EOB)

• Ability to comprehend and interpret underwriting procedures, requirements, regulations, and contracts

• Knowledge of insurance products, ideally acquired through experience in insurance marketing or sales

• Awareness of security protocols for Personal Health Information (PHI)

• Capacity to work effectively within and contribute to a positive team atmosphere

• Skill in completing tasks promptly while managing multiple priorities

• Proficient in Microsoft Word, Excel, Outlook Exchange, Microsoft Edge, and Google Chrome

• Life and Health Insurance License is preferred

• Flexibility to work occasional long, irregular hours during peak periods

• Ability to sit, frequently communicate, occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance

• Tax-advantaged savings accounts

• 401(k) plan with company match

• Paid company holidays

• Vacation and sick leave

• New parent leave

• Restricted stock units for qualifying positions

• Deferred compensation plan for eligible roles

• Learning and leadership development opportunities

• Remote work options available

• Competitive salary