CRC Benefits - Proposal Consultant - Large Group Benefits (Hybrid)
About The Position
Prepares quotes and assists brokers and Sales Representatives with information as needed. May provide administrative support to others. 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. 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. Reviews broker requests for quotes and requests additional information from broker as needed. Generates proposals using various internal software and transmits to broker. Enter customer information into system and verify for accuracy. Scan any necessary documents as needed. Prepares quote requests and transmits requests to carriers as needed. Coordinates and organizes proposal return to broker, monitoring for timeliness and accuracy. Prepare and create Excel and/or PowerPoint presentations for Brokers and clients. Maintains a daily and monthly quote logs. Acts as liaison with carriers for materials and marketing/enrollment supplies. Prepares and transmits proposals and quotes. Responds to inquiries/requests from agents, brokers, and/or carrier representatives. Enters data via BenefitMall system. Additional projects as assigned. Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs. Occasional long, irregular hours EDUCATION AND EXPERIENCE 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. High School diploma or equivalent, with a minimum of two (2) years related medical group experience.
Requirements
- High School diploma or equivalent, with a minimum of two (2) years related medical group experience.
- Strong knowledge of Microsoft Office, specifically Word, and Outlook Exchange; proficient in Internet Explorer.
- Especially strong in Excel.
- Working knowledge of insurance sales submission requirements.
- Communicate effectively with internal and external personnel, both verbally and in writing.
- Read, comprehend, and interpret job-related documents.
- Strong attention to detail.
- Type a minimum of thirty (30) words per minute.
- Develop and maintain good relationships at all levels within the company and with agents, brokers, and/or carrier representatives.
- Work in and contribute to a positive team environment.
- Manage multiple tasks simultaneously.
Responsibilities
- Reviews broker requests for quotes and requests additional information from broker as needed.
- Generates proposals using various internal software and transmits to broker.
- Enter customer information into system and verify for accuracy.
- Scan any necessary documents as needed.
- Prepares quote requests and transmits requests to carriers as needed.
- Coordinates and organizes proposal return to broker, monitoring for timeliness and accuracy.
- Prepare and create Excel and/or PowerPoint presentations for Brokers and clients.
- Maintains a daily and monthly quote logs.
- Acts as liaison with carriers for materials and marketing/enrollment supplies.
- Prepares and transmits proposals and quotes.
- Responds to inquiries/requests from agents, brokers, and/or carrier representatives.
- Enters data via BenefitMall system.
- Additional projects as assigned.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
