Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as an intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
Essential Duties and Responsibilities:
Develop, maintain and cultivate client and agent relationships.Solicit, market, quote, bind, and confirm new and existing business.Negotiate the best terms and coverages available with accessible markets.Ensure submissions reflect accurate data such as risks and coverages.Monitor accounts to ensure compliance with the firm's policies and procedures.Assist broker to meet or exceed production goals as assigned by CRC.Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.Maintain necessary licenses to produce business.Qualifications:
Bachelor's degree or appropriate insurance designation.Three years of experience of wholesale insurance experience or its equivalent.Must be licensed in corresponding areas of insurance.Must be able to understand and analyze necessary components of insurance policies.Ability to understand the client's needs and have knowledge of the risk profiles associated.Ability to review information, make decisions and manage time effectively.Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy.Ability to develop, foster, and maintain an excellent working relationship with agencies.Leadership and team playing skills.Must possess and maintain current knowledge of the insurance industry.Excellent written and verbal skills.Ability to work extended hours when necessary.Maintain travel schedule depending on the needs of clients, Agents, and new business.The annual base salary for this position is $95,000.00 - $110,000.00.
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.
Read LessProvides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.
Essential Duties and Responsibilities:
Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.Select carriers to approach with accounts.Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.Prepare recommendations for agents showing fact information regarding best coverage information.Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.Acquire confirmations from retailers when accounts are bound.Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.Prepare company profiles and research analysis for client visits.Provide directions and supervision to team as requested by Broker.Manage incoming calls from producers and companies.Maintain good working relationship with current agents and other co-workers.Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.Perform other duties, tasks, responsibilities and projects as assigned.Qualifications:
College degree or equivalent experienceThree years of wholesale insurance experience or its equivalentExperience with specific account handling and marketingCurrent state specific insurance licenseSubstantial knowledge of insurance and insurance processesAbility to review information, make decisions, and manage time effectively with minimal to no supervisionAbility to plan, organize and manage multiple prioritiesExcellent verbal, written and presentation skillsAbility to deal with confidential matters appropriatelyPossess strong interpersonal skillsAbility to work extended hours as neededDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsAbility to travel, occasionally overnightJoin 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.
Read LessDrive sales growth and maintain strong client relationships with employee benefit brokers and consultants, stop loss carriers, and various clinical point solutions providers. Responsible for understanding client's needs, assessing risk profiles, and recommending tailored solutions to protect their financial interests. This is a remote role; however, it will require travel and in person meetings with health insurance brokers. 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 (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 recently 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.
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.
Leverage the existing network of benefit advisors to retain consulting services.Identify and pursue new business opportunities within the target market to achieve sales targets.Conduct thorough market research to identify potential clients and key decision makers.Develop and maintain a strong network of industry contacts to leverage for sales and business development activities.Prepare and deliver persuasive sales presentations and proposals to prospective clients.Collaborate with the internal teams to develop customized solutions that meet client needs.Stay updated on industry trends, market dynamics, and competitor activities to identify new sales strategies.Collaborate with internal teams to ensure timely and accurate delivery of client services and solutions.Build and maintain strong relationships with existing clients, serving as their primary point of contact.Conduct regular agent/broker meetings to understand their evolving needs and provide proactive risk management recommendations.Conduct detailed risk assessments and analyses to identify potential gaps in an employer's insurance coverage.Collaborate with cross-functional teams, including clinicians, underwriters, actuaries, and claims professionals, to develop comprehensive risk management solutions.Contribute to the development and implementation of sales strategies, marketing campaigns, and product enhancements.Actively participate in team meetings, providing input to contribute to the team's overall success.Travel required.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.
Associate's degree preferred. Must have a minimum of five (5) years of experience in selling or marketing in a Self-funded insurance environment. Proven track record of success in sales and client relationship management industry, with a focus on stop-loss. In-depth knowledge of Self-funded employee benefit plans, stop loss insurance, and risk management principles.
Life and Health License required.
Strong analytical skills with the ability to assess risk profiles, analyze data, and develop innovative solutions. Excellent communication and presentation skills, with the ability to convey complex concepts to both technical and non-technical audiences. Demonstrated ability to work independently, manage multiple priorities, and meet sales targets within deadlines. Proficiency in CRM software and Microsoft Office Suite. Communicate effectively with all levels of internal and external personnel, both verbally and in writing. Determine when situations need to be escalated to Company management. Work in and contribute to a positive team environment. Manage multiple responsibilities simultaneously.
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Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as an intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
Essential Duties and Responsibilities:
Develop, maintain and cultivate client and agent relationships.Solicit, market, quote, bind, and confirm new and existing business.Negotiate the best terms and coverages available with accessible markets.Ensure submissions reflect accurate data such as risks and coverages.Monitor accounts to ensure compliance with the firm's policies and procedures.Assist broker to meet or exceed production goals as assigned by CRC.Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.Maintain necessary licenses to produce business.Qualifications:
Bachelor's degree or appropriate insurance designation.Three years of experience of wholesale insurance experience or its equivalent.Must be licensed in corresponding areas of insurance.Must be able to understand and analyze necessary components of insurance policies.Ability to understand the client's needs and have knowledge of the risk profiles associated.Ability to review information, make decisions and manage time effectively.Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy.Ability to develop, foster, and maintain an excellent working relationship with agencies.Leadership and team playing skills.Must possess and maintain current knowledge of the insurance industry.Excellent written and verbal skills.Ability to work extended hours when necessary.Maintain travel schedule depending on the needs of clients, Agents, and new business. Read LessIdentifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as an intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.
Essential Duties and Responsibilities:
Develop, maintain and cultivate client and agent relationships.Solicit, market, quote, bind, and confirm new and existing business.Negotiate the best terms and coverages available with accessible markets.Ensure submissions reflect accurate data such as risks and coverages.Monitor accounts to ensure compliance with the firm's policies and procedures.Assist broker to meet or exceed production goals as assigned by CRC.Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.Maintain necessary licenses to produce business.Qualifications:
Bachelor's degree or appropriate insurance designation.Three years of experience of wholesale insurance experience or its equivalent.Must be licensed in corresponding areas of insurance.Must be able to understand and analyze necessary components of insurance policies.Ability to understand the client's needs and have knowledge of the risk profiles associated.Ability to review information, make decisions and manage time effectively.Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy.Ability to develop, foster, and maintain an excellent working relationship with agencies.Leadership and team playing skills.Must possess and maintain current knowledge of the insurance industry.Excellent written and verbal skills.Ability to work extended hours when necessary.Maintain travel schedule depending on the needs of clients, Agents, and new business.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.
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