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TIH · 1 month ago

CRC Benefits - Account Executive - Employee Benefits (Hybrid)

Livingston, NJ

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $85K/yr

2+ years exp

CRC Benefits, formerly known as BenefitMall, is an industry-leading provider of benefits services. The Account Executive role is focused on delivering exceptional customer service and support to broker firms, ensuring a seamless experience from sales to service delivery.

Insurance

Comp. & Benefits

Responsibilities

You will be the person our customers will rely on, to help them with any concerns or support needs relating to their book of business with BenefitMall

Provide quality information and accurate solutions for a defined scope of customer issues via telephone and email correspondence

Identify and correspond with relevant departments within BenefitMall

Determines when customer issues need to be escalated and uses appropriate channels to timely resolution

Proactively keep customers updated on status and outcome of ongoing support case; including if any necessary additional information may be required from the customer

Provides quality customer service for issues regarding benefit administration group changes, employee enrollment changes, ID card status, and effective date inquires

Facilitate communication to continue to further educate our customer base on the services we provide

Provide routine follow-up on service issues

Adapt support based off the customer’s changing needs during interaction

Listen to customer ideas, resolve conflicts, solve problems, and provide feedback to Company management

Develop increasing knowledge of insurance industry markets, products, and state specific rules & regulations to provide a value-added service to customers

Research and provide information on carrier administrative procedures, product availability, and product details

Understand all customer facing products and the interactions, as well as learn new internal system processes, features and functions

Keeps up to date on all Company’s policies and promotional offerings

Understand the Company’s internal products and processes and how customers interact with them

Deliver elevated service to existing growth brokers and new brokers to BenefitMall

Own customer loyalty

Use data and metrics to guide customer behaviors around products and service-oriented activities

Adhere to BenefitMall 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

Other duties as assigned by management

Maintains 100% of available phone time and/or electronic service goals every day, in accordance with current standards and as directed by management

Actively participates in regular team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction

Qualification

Customer support experienceInsurance knowledgeLifeHealth Insurance LicenseMicrosoft Office proficiencyCommunication skillsTeam collaborationProblem-solvingTime management

Required

Associates degree or equivalent

2+ years' experience in a related priority customer support environment ideally within the group benefits industry

Working knowledge of medical conditions/terminology and insurance products

Prior experience dealing with multiple customer service issues

Communicate effectively with all levels of internal and external personnel, both verbally and in writing

Good knowledge of carrier plan features, benefits, HIPAA laws and guidelines, and underwriting guidelines

Ability to read, analyze and interpret Explanation of Benefits (EOB)

Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts

Understanding of insurance products preferably attained through working in an insurance marketing or selling program

Familiarity with the security measures pertaining to Personal Health Information (PHI)

Determine when problems should be escalated

Work in and contribute to a positive team environment

Complete tasks on time while managing multiple tasks simultaneously

Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer and Google Chrome

Preferred

Life and Health Insurance License

Benefits

Medical, dental, vision, life, disability, and AD&D insurance

Tax-advantaged savings accounts

401(k) plan with company match

Generous paid time off programs, including company holidays, vacation and sick days, new parent leave

Restricted stock units and/or a deferred compensation plan

Company

TIH

TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small business, corporate, employee benefits, life and health, and title.

Founded in 1922

Charlotte, North Carolina, USA

5001-10000 employees