Benefits Sales Executive

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

📋 Description

• Act as the primary liaison with designated broker firms.

• Increase broker participation by showcasing the value proposition of CRC Benefits.

• Cultivate an understanding of broker firms and their business portfolios to enhance revenue growth.

• Recruit and mentor new agents.

• Formulate revenue growth strategies in collaboration with agents and brokers.

• Organize sales and retention efforts within a team-oriented sales structure.

• Lead the POD servicing for the business of agents and brokers.

• Provide education and training to agents regarding carrier procedures, product availability, and customer value.

• Conduct strategy calls addressing key issues, quote volumes, and renewal processes.

• Monitor activities and performance metrics utilizing Salesforce, Zoom, and other internal systems.

• Oversee in-field sales and retention operations to finalize sales, renew cases, and introduce new products.

• Promote technology adoption and reduce manual processes.

• Collaborate with partner carrier resources.

• Maintain confidentiality standards.

• Address conflicts, resolve issues, and offer constructive feedback to management.

⛳️ Requirements

• Fluency in English is essential.

• Must reside in Connecticut and hold a valid Connecticut license.

• High School Diploma or GED equivalent is required.

• A minimum of 3 years of experience in a relevant insurance/employee benefits medical sales role is necessary.

• An active Life & Health License must be acquired within 90 days of employment.

• Comprehensive understanding of group insurance products, preferably gained through marketing or sales roles.

• Strong proficiency in Microsoft Office, particularly in Word, Excel, and Outlook Exchange.

• Familiarity with web browsers, especially Google Chrome.

• Capability to work occasional long and irregular hours during peak periods.

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

• An Associate’s Degree is preferred.

🏝️ Benefits

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

• Tax-advantaged savings accounts.

• 401(k) plan with company matching contributions.

• Paid company holidays, vacation, and sick leave.

• Parental leave for new parents.

• Restricted stock units available for eligible positions.

• Deferred compensation plan for qualified roles.

• Reasonable accommodations provided for individuals with disabilities.