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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:

Responsible for providing support to the Account Management team in assisting in the renewal process and ensuring a smooth and efficient RFP process. Provide accurate and timely sold case documentation to all internal departments.

Our employees work a hybrid schedule. On the days we are not in the office, 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 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.

Required Responsibilities:

• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers and Administrators.
• Stay updated on industry regulations, product knowledge, and market trends in stop loss insurance and risk management.
• Develop a good understanding of Carrier contracts and nuances.
• Work in tandem with Account Managers to effectively assist agents/brokers or Administrators in placing their business with CRC Benefits Self-Funded Division.
• Request renewal data from Broker and/or Administrator including reviewing data for accuracy and completeness.
• Communicate timely with Broker or Administrator for any additional information required to complete RFP.
• Accurately and effectively prepare broker or Administrator requests for proposal.
• Assist Account Manager in accurate and timely preparation of RFP spreadsheet for proposal presentations of all marketed cases/renewals.
• Accurately and timely complete Salesforce sold case information.
• Coordinate all sold case documents for signature, including proposal, application, policy, etc.
• Obtain all final information, plan document, reporting, etc. for policy issuance.
• Collaborate with internal departments, such as sales, claims, and finance teams to ensure timely and accurate completion of tasks.
• Occasionally meet on-site/off-site with Brokers or Administrators in coordination with the Account Management team.

• Provide excellent customer service by responding to inquiries, resolving issues, and maintaining internal and external relationships.
• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving company sales goals.
• Develop and maintain good working relationships.
• Determine when issues need to be escalated to a higher level.
• Other duties as assigned.

Required Qualifications:

• A minimum of 2+ years of related experience in the stop loss insurance and risk management industry.
• Strong understanding of stop loss insurance, risk management principles, and industry terminology.
• TPA experience a plus.
• Understanding of Insurance products preferably attained through working in an insurance marketing program.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers.
• Proficiency in CRM systems a plus.
• Excellent written and verbal communication skills.
• Communicate with all levels of internal and external personnel, both verbally and in writing.
• Read, comprehend, and interpret carrier requirements, underwriting procedures, and policies.
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Work in and contribute to a positive team environment.
• Manage multiple responsibilities simultaneously.
• Attention to detail and high level of accuracy.

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.

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