Job Description

Job Description

This is a remote role; however, due to required in person presentations successful candidates must live in the New York / New Jersey area.

This role is responsible for managing the broker experience throughout the new build and renewal process. This involves collaborating with internal and external stakeholders, providing technical training and support, and analyzing client needs to recommend appropriate technology solutions. The Advisor will also contribute to process improvement initiatives and maintain a high level of customer service.

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 has 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.

KEY RESPONSIBILITIES

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.

• Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new build and renewal processes implementation.

• Conduct initial training and intake meetings with sales, brokers, BenAdmin to review necessary information for carrier installations and implementation assessment. During this time, the Solution Advisor will gather missing information required, identify obstacles, set appropriate expectations, establish trust, offer additional training if needed, and build a relationship with broker.

• Enhance sales for assigned markets and improve current strategy of the company by demonstrating a working knowledge of all technology product offerings - be a market technology expert.

• Demonstrate adaptive training styles to target audience’s capabilities/skills during regular client trainings and demos. Ability to educate client through virtual or in person meetings on offerings available within market and the necessary next steps including paperwork needed for submission to the BenAdmin team if applicable.

• Analyze clients’ business needs and pain points and address them through promotion of technology solutions available within the market to elevate their business growth.

• Continuously monitor, document updates, and evaluate a brokers group build progress via internal tools and provide update communications as outlined through the entire build process.

• Works as a willing partner with each respective department to enhance the broker’s experience with each case; participates in projects and meetings as requested.

• Provide superior customer service to internal and external customers in all encounters that is timely, thorough, and appropriate.

QUALIFICATIONS:

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.

• Bachelor’s Degree or equivalent health insurance technology experience is ideal

• 2+ years of previous experience with BenAdmin technology software preferred

• 2+ years of related experience in fields of Insurance, BenAdmin, broker agency, carrier and benefits insurance is ideal

• Proficient in conducting technical product demo/training sessions on a regular basis is required

• Outstanding verbal and video presentation skills are required

• Ability to professionally articulate clearly conversationally and compose clear, concise, professional correspondence and response letters/emails to internal and external clients

• Competent PC skills, proficiency in MS Office products and web browsers is required

• Positive attitude toward customer service (solution oriented and ability to deal with ambiguity)

• Demonstrated ability to easily learn new systems, applications and technology

• Ability to manage to deadlines effectively

• Strong research and problem-solving skills with strong attention to detail

• Demonstrates ability to follow a regular business cadence to organizing their workload, priorities, and activities in a timely manner

CRC Benefits is the group health insurance division of CRC Group.

General Description of Available Benefits for Eligible Employees of CRC Group: 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 CRC Group offering the position. CRC Group 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. Depending on the position and division, this job may also be eligible for CRC’s 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.

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