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CRC Benefits - Account Management Leader, Group Insurance (Remote)

Role overview

Qualifications

  • Bachelor’s Degree preferred with 5-7 years of experience
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
  • Active Health and Life License
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange

Responsibilities

  • Develop and manage a team of Account Executives to achieve departmental and individual goals
  • Qualify and educate prospective agencies about the company’s services based upon their needs
  • Document and report all retention activity
  • Communicate the progress and status of potential and existing partnered agencies to the Sales Team on a weekly basis

Key facts

Other skills

  • Team Leadership
  • Microsoft Office
  • Organizational Skills
  • Time Management
  • Communication
  • Problem Solving
  • Collaboration

About the company

CRC Insurance Services logo

CRC Insurance Services

Insurance Brokerage & Agencies

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Manager for the Account Services Division manages a team of Account Executives who are responsible for retention of co-brokered accounts by providing services and support for partner agencies and their customers. Achieves retention goals by hiring, training and managing employees to achieve growth in book of business. Works closely with partner agencies, their producers and customers to maintain an understanding of the evolving market.

This is a remote position; however, successful candidates must reside in the Eastern or Central time zones. Our teams collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

REQUIRED RESPONSIBILITIES

  • Develop and manage a team of Account Executives to achieve departmental and individual goals.
  • Qualify and educate prospective agencies about the company’s services based upon their needs.
  • Document and report all retention activity.
  • Communicate the progress and status of potential and existing partnered agencies to the Sales Team on a weekly basis.
  • Openly communicate all concerns and questions to upper management as needed.
  • Provide continuous training for the ASD Account Executives.
  • Assist the team as needed to resolve partnered agency/customer questions, concerns and issues.
  • Manage multiple responsibilities simultaneously.
  • Prepare and deliver presentations to partner agencies and or customers when necessary.
  • Various other duties as assigned by upper management.
  • Occasional long, irregular hours.
  • Develop and maintain good working relationships internally and externally.
  • Analyze and resolve problems to assist partnered agencies and their producers in presenting the best solution to prospective clients.
  • Determine when situations need to be escalated.

REQUIRED QUALIFICATIONS

  • Bachelor’s Degree preferred with 5-7 years of experience
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
  • Active Health and Life License.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers.
  • Extensive knowledge of sales techniques
  • Excellent organizational and time management skills
  • Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
  • Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines.
  • Provide leadership and promote cooperation in a team environment
  • Manage multiple tasks simultaneously.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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