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TIH · 9 hours ago

CRC Benefits - Inside Retention Representative (Remote)

United States

Full-time

Remote

Entry Level

2+ years exp

CRC Benefits is an industry leading provider of benefits services, and they are seeking an Inside Retention Representative. This role involves marketing and generating new sales of insurance products while maintaining relationships with agents and brokers.

Insurance

Comp. & Benefits

Responsibilities

Work effectively in a team sales environment to coordinate all retention and new sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience

Maintain increasing knowledge of 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 product availability, and the value each creates for the customer

Offering direction around the appropriate strategy to renew and place new business

Placing outbound renewal calls; following up on proposals for renewals

Conducting regular follow-up calls to agents/brokers, to maintain current accounts and market our services

Involving Benefits Sales Executive 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

Organize and send Request for Proposals (RFP)

Follow up with brokers for missing RFP information

Prepare finalist presentations for presentation to the broker and or client

Arrange technology presentations to broker and or client

Adhere to BenefitMall confidentiality standards of information

Qualification

Life & Health LicenseInsurance product knowledgeMicrosoft OfficeSales experienceTelemarketing experienceTeam collaborationCommunication skills

Required

HS Diploma or GED equivalent

2+ years professional experience in a related selling or telemarketing environment

Active Life & Health License must be obtained within 90 days of employment

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

Preferred

Associate's Degree

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

Company holidays

Vacation and sick days

New parent leave

Restricted stock units

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