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CRC GroupCG

CRC Benefits - Inside Sales Representative

CRC Group is a leading wholesale specialty insurance distributor in North America, providing a wide range of insurance solutions and services to retail agency partners.

CRC Group

Employee count: 1001-5000

United States only

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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:

Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new clients. Owns the new business quote process and sales strategies. Work closely with members in POD to ensure continued growth of new sales.
This is a remote role. Our teams are able to 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, 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:

  • Work effectively in a team sales environment with POD members to coordinate all new business sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
  • Work to effectively service agents/brokers’ new business and to encourage them to grow their clients’ business by:
    • Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
    • Offering guidance in selecting the best solution while driving sales.
    • Placing outbound sales calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
    • Coordinating new business quote requests and proposal outputs with Proposal Consultants.
    • Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
    • Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
    • Driving agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.
    • Involving BSE as appropriate with assistance in closing new cases and adding product lines.
    • Assisting agents/brokers in presenting our products to clients by joining client/broker calls.
  • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
  • Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
  • Coordinate with partner carrier resources as needed to maximize results.
  • Adhere to CRC Benefits confidentiality standards of information.
  • Occasional long, irregular hours during peak times.
  • Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
  • Resolve conflicts, solve problems, and provide feedback to management.
  • Other duties as assigned by management.

Required Qualifications:

  • HS Diploma or GED equivalent required. Associates degree preferred.
  • 2+ years professional experience in a related selling or telemarketing environment.
  • Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
  • Good knowledge of carrier plan features, benefits, and underwriting guidelines.
  • Active Life & Health License must be obtained within 90 days of employment.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

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.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

High school

Experience

2 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About CRC Group

Learn more about CRC Group and their company culture.

View company profile

At the forefront of the specialty insurance distribution industry, CRC Group is a powerhouse of innovation and expertise. Through a relentless focus on progress, the company is revolutionizing how retail agency partners navigate the complex world of risk. CRC Group's approach is built on a foundation of cutting-edge technology and data-driven insights, empowering their teams to deliver highly personalized service and efficient solutions. This commitment to technological advancement is evident in their proprietary REDY platform, a data and analytics tool that provides a competitive edge in the marketplace. By harnessing the power of data, CRC Group offers unparalleled market intelligence, enabling clients to make faster, more informed decisions. The company's innovative spirit extends to its operational structure, with a clear focus on creating a seamless, one-stop-shop experience for a broad spectrum of insurance needs, from property and casualty to employee benefits.

CRC Group's forward-thinking strategy is not just about technology; it's about fostering a culture of excellence and continuous improvement. The company invests heavily in its people, attracting and nurturing the most talented insurance professionals in the world. This dedication to talent is matched by a strategic vision for growth, marked by a significant number of successful acquisitions that have expanded their capabilities and market reach. By integrating these new partners, CRC Group continually enhances its specialty and underwriting expertise, ensuring they remain at the pinnacle of the industry. This blend of technological innovation, deep industry knowledge, and a commitment to their people and partners is what truly sets CRC Group apart, allowing them to consistently deliver superior outcomes and drive the future of wholesale and specialty insurance distribution.

Employee benefits

Learn about the employee benefits and perks provided at CRC Group.

View benefits

401k Plan

CRC Group offers a 401k plan to teammates.

Tax-Preferred Savings Accounts

CRC Group offers tax-preferred savings accounts.

Paid Holidays

CRC Group offers paid holidays to its employees.

Life Insurance

CRC Group offers life insurance to eligible employees.

View CRC Group's employee benefits
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CRC Group

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