The Broker Sales Executive will drive sales of individual and senior medical insurance products by building relationships with agents and brokers. This remote role involves providing product expertise, supporting brokers with client presentations, and contributing to team success in a collaborative environment.
Responsibilities
- Drives increased sales and Company growth by developing positive business relationships with agents/brokers.
- Maintains an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes.
- Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
- Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services.
- Accurately and efficiently processing agent’s requests for quotations and proposals.
- Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
- Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
- Aiding agents/brokers in obtaining sales materials and supplies.
- Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.
- Resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management.
- Actively participates in team meetings, providing input to contribute to the team’s overall success.
- Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration
- Occasional vehicular travel
- Occasional long, irregular hours and possible travel.
- Ability to work overtime during 4th quarter busy time.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
Requirements
- 3+ years’ experience in a related individual and or Medicare insurance sales role
- Life/Health Agent’s License
Preferred Qualifications
- Associate’s Degree
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs
- Company holidays
- Vacation days
- Sick days
- New parent leave
- Restricted stock units (for eligible positions)
- Deferred compensation plan (for eligible positions)
Work Arrangement
Remote (Global) — Remote role with occasional travel and ability to work overtime during 4th quarter
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
