What are the responsibilities and job description for the BENEFITMALL - INSIDE RETENTION REPRESENTATIVE (REMOTE) position at CRC Insurance Services, Inc.?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@tihinsurance.com?subject=Accommodation request) _(accommodation requests only; other inquiries won't receive a response)._
- Regular or Temporary :
- Language Fluency :
- English (Required)
- Work Shift :
- Please review the following job description :
- REQUIRED RESPONSIBILITIES
- Work effectively in a team sales environment with POD members to coordinate all retention and add-on sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents / brokers.
- Work to effectively service agents / brokers renewals 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 direction around the appropriate strategy to renew business while increasing lines of coverage.
- Placing outbound renewal calls; following up on proposals for renewals while driving additional lines of coverage.
- Conducting regular follow-up calls to agents / brokers, to maintain current accounts and market our services.
- Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
- Involving BSE as appropriate with assistance in closing new cases and adding product lines as needed.
- Assisting agents / brokers in presenting our products to clients by joining client / broker calls as needed.
- Servicing as change agent to guide broker to engage service channels (AWS / email) for customer management issues.
- Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
- Coordinate with partner carrier resources as needed to maximize results; manages any renewal data received from our carrier partners.
- Adhere to BenefitMall confidentiality standards of information.
- EDUCATION AND EXPERIENCE
- HS Diploma or GED equivalent (required)
- 2 years professional experience in a related selling or telemarketing environment (required)
- Associates Degree (preferred)
- CERTIFICATIONS, LICENSES, REGISTRATIONS
- Active Life & Health License must be obtained within 90 days of employment.
- FUNCTIONAL SKILLS
- 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.
- 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 TIH Insurance :
- All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site (https : / / tihinsurance.com / careers) . Depending on the position and division, this job may also be eligible for TIHs defined benefit pension plan, restricted stock units, and / or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
- CRC 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 is a Drug Free Workplace._
Regular
1st Shift (United States of America)
This role will market and generate sales of insurance products through existing agents / brokers. Work closely with members in POD to renew business with enhanced focus on retention and upselling opportunities.
Our teams are able to collaborate using video and screen sharing technology which means you'll feel like youre part of the team while also enjoying the convenience of working from home.
At 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, BenefitMall has earned a Top Workplaces USA award three years in a row (2021, 2022, & 2023) based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EEO is the Law (https : / / www.eeoc.gov / sites / default / files / 2022-10 / EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https : / / e-verify.uscis.gov / web / media / resourcesContents / E-Verify_Participation_Poster_ES.pdf)
Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
Growth : Advance your career with our learning and leadership development programs.
Innovation : Work in a forward-thinking environment that values new ideas.
Community : Be part of a supportive team that celebrates success together.
Benefits : Enjoy competitive compensation, health benefits, and retirement plans.
Who Were Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
