Benefits Sales Executive

Job Description:

• Serve as the overarching relationship with assigned broker firms
• Grow broker headcount by presenting CRC Benefits’ value proposition
• Develop knowledge of broker firms and books of business to maximize revenue growth
• Recruit and train new agents
• Develop revenue growth strategies with agents and brokers
• Coordinate sales and retention activity in a team sales environment
• Lead POD servicing for agents’ and brokers’ business
• Educate and train agents on carrier procedures, product availability, and customer value
• Host strategy calls covering priority issues, quote volumes, and renewal activities
• Track activities and metrics using Salesforce, Zoom, and other internal systems
• Coordinate in-field sales and retention activity to close sales, renew cases, and add products
• Drive technology adoption and eliminate manual processes
• Coordinate with partner carrier resources
• Adhere to confidentiality standards
• Resolve conflicts, solve problems, and provide feedback to management

Requirements:

• English language fluency required
• Must live in Connecticut and be licensed in Connecticut
• HS Diploma or GED equivalent required
• 3+ years’ experience in a related insurance/employee benefit medical sales role required
• Active Life & Health License must be obtained within 90 days of employment
• In-depth knowledge of group insurance products, preferably attained through an insurance marketing or selling role
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange
• Proficient in web browsers, specifically Google Chrome
• Ability to work occasional long, irregular hours during peak times
• Ability to sit, frequently speak and hear, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs
• Associate’s Degree preferred

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 days
• New parent leave
• Restricted stock units for eligible positions
• Deferred compensation plan for eligible positions
• Reasonable accommodations for individuals with disabilities