Account Executive – Employee Benefits

CRC Insurance Services

. Retain co-broker small employer group accounts by maintaining client and health insurance carrier representative relationships .

Posted 9/22/2026full-timeRemote • United StatesJuniorMid-Level💰 $85,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing small group employee health benefits, including client relationship management, renewal processes, and knowledge of insurance products and carrier guidelines. Proficient in utilizing communication tools and conducting educational sessions to enhance client understanding and satisfaction.

Highest-signal resume keywords

Active Life & Health LicenseSmall Group Employee Health Benefits ExperienceKnowledge of Carrier Plan FeaturesMicrosoft Office ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Product KnowledgeRenewal Process ManagementCross-Selling OpportunitiesCarrier Administrative ProceduresGroup Product Selection

Soft Skills

Verbal and Written CommunicationProblem SolvingConflict ResolutionTeam CollaborationRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook ExchangeGoogle ChromeMicrosoft Edge

Certifications & Qualifications

Active Life & Health License

Industry Keywords

Employee BenefitsHealth InsuranceUnderwriting GuidelinesClient FeedbackInsurance Markets

About the role

Key responsibilities & impact

Retain co-broker small employer group accounts by maintaining client and health insurance carrier representative relationships
Suggest new lines of coverage and identify cross-selling opportunities
Manage the renewal process for assigned clients
Meet with clients and/or producers to present renewals and supporting documents
Gain acceptance of renewals or commitment to explore alternate options
Provide information on carrier administrative procedures and product availability
Direct clients in selecting appropriate group products
Follow up on service issues and renewals
Build and maintain client and carrier relationships by phone, email, and in person
Enroll clients in Employee Benefits communication tools and demonstrate their use
Introduce resources to new and existing clients at renewal
Conduct group meetings and webinars to educate customers about company services
Maintain knowledge of company products, processes, insurance markets, products, and legal environments
Resolve conflicts, solve problems, and provide timely client feedback
Participate in team meetings and contribute to customer satisfaction
Represent company services professionally to support sales and company growth

Requirements

What you’ll need

Active Life & Health License is required
Associates degree preferred
Minimum of two (2) years of experience in small group employee health benefits
Strong knowledge of carrier plan features, benefits, and underwriting guidelines
Understanding of insurance products, preferably attained through working with a group health insurance broker or carrier
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange
Proficiency with web browsers, especially Google Chrome and Microsoft Edge
Ability to communicate verbally and in writing with all levels of internal and external personnel
Ability to read and comprehend carrier plan features, benefits, underwriting guidelines, and Company guidelines
Ability to develop and maintain good working relationships
Ability to determine when issues need to be escalated
Ability to work in and contribute to a positive team environment
Ability to manage multiple responsibilities simultaneously
English language fluency required
Ability to sit, frequently speak and hear, occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs.