Account Executive – Employee Benefits

CRC Insurance Services

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

Posted 10/30/2026full-timeRemote • United StatesJuniorMid-Level💰 $85,000 - $110,000 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, insurance product knowledge, and effective communication. Proficient in utilizing Microsoft Office tools and maintaining compliance with industry standards.

Highest-signal resume keywords

Active Life & Health LicenseSmall Group Employee Health Benefits ExperienceKnowledge of Carrier Plan FeaturesMicrosoft Office ProficiencyUnderstanding of Maryland and/or Virginia Small Group Benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementInsurance Product KnowledgeCross-Selling OpportunitiesRenewal Process ManagementCarrier Administrative ProceduresGroup Product SelectionConflict ResolutionProblem SolvingEmployee Benefits Communication ToolsGroup Meetings and Webinars

Soft Skills

Verbal CommunicationWritten CommunicationCustomer Satisfaction FocusMulti-Tasking AbilityTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook ExchangeGoogle ChromeMicrosoft Edge

Certifications & Qualifications

Active Life & Health License

Industry Keywords

Small Group BenefitsHealth InsuranceInsurance MarketsUnderwriting GuidelinesCarrier Relationships

About the role

Key responsibilities & impact

Retain co-broker small employer group accounts by maintaining client and health insurance carrier relationships
Suggest new lines of coverage and pursue cross-selling opportunities
Manage the renewal process for assigned clients
Meet with clients and/or producers to present renewals and support documents
Provide information on carrier administrative procedures, product availability, and group product selection
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 clients 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
Perform physical activities including sitting, speaking, hearing, and occasionally standing, walking, bending, crawling, and kneeling

Requirements

What you’ll need

English language fluency required
Active Life & Health License required
Associate 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 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
Strong knowledge of Maryland and/or Virginia small group benefits
Ability to communicate verbally and in writing with internal and external personnel
Ability to read and comprehend carrier plan features, benefits, underwriting guidelines, and company guidelines
Ability to manage multiple responsibilities simultaneously
Ability to lift up to 25 lbs