insurance sales executive

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

Simmons Bank

<p>It's fun to work in a company where people truly BELIEVE in what they're doing!<br/></p><p>We're committed to bringing passion and customer focus to the business.<br/></p><p>The Insurance Account Executive prospects for and secures new group benefit clients. Also, provides daily customer service and an annual market analysis at each product renewal date.<br/></p><p>Essential Duties and Responsibilities<br/></p><p>Works within the Simmons Referral Network and beyond to secure new leads for business.<br/></p><p>Prospects for and secures new business in an effective, consistent manner via referrals, direct mail, cold calls, and centers of influence.<br/></p><p>Obtains AOR (Agent of Record) letters for all takeover business and/or enrolls/maintains all new/ startup businesses.<br/></p><p>Provides daily, weekly, monthly service to each group account and to their individual members.<br/></p><p>Builds and maintains any/all technology platforms needed to service accounts.<br/></p><p>Secures and presents annual renewals, along with competitive market analysis, on all lines of coverage.<br/></p><p>Provides timely reports of cost, claims utilization, Rx spending, etc. to help groups or accounts identify areas of focus and improvement.<br/></p><p>Provides monthly reports to management of all prospecting, new business and renewal activity.<br/></p><p>Provides financial reports that outline revenue and expense controls.<br/></p><p>Manages and controls expenses, within the budget agreed upon, annually with management.<br/></p><p>Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.<br/></p><p>Performs other duties and responsibilities as assigned.<br/></p><p>Qualifications<br/></p><p>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.<br/></p><p>Skills<br/></p><p>Ability to read and comprehend simple instructions, short correspondence, and memos.<br/></p><p>Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.<br/></p><p>Ability to read, analyze and interpret financial reports and/or legal documents.<br/></p><p>Ability to write simple-to-business correspondence, routine reports, and procedures.<br/></p><p>Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.<br/></p><p>Education and/or Experience<br/></p><p>HS Diploma required, 4-year college degree in business or related field preferred<br/></p><p>3-5 years of insurance sales experience, Employee Benefits sales experience strongly preferred<br/></p><p>Computer Skills<br/></p><p>MS Office programs<br/></p><p>Certificates, Licenses, Registrations<br/></p><p>Life and health insurance licenses required<br/></p><p>Other Qualifications (including physical requirements)<br/></p><p>Must display professional conduct and appearance.<br/></p><p>Maintain client privacy and keep highly sensitive data confidential.<br/></p><p>Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.<br/></p><p>Must have excellent oral and written communication skills.<br/></p><p>Other<br/></p><p>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.<br/></p><p>Skills Training:<br/></p><p>Communication, Time Management, Customer Service, Critical Thinking<br/></p><p>Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.<br/></p>

Insurance Account Executive

Chubb Insurance

<div><p>Chubb's Personal Risk Services Operations Division provides industry leading service to clients, agents, and internal business partners. The Chubb Customer Center (CCC) is an Operations team that directly manages the personal insurance needs of successful individuals and families on behalf of enrolled agency partners countrywide. We are currently seeking an experienced and self-motivated Personal Lines Account Executive to work in a fast-paced agency environment. Account executives are licensed agents supporting PRS&rsquo; growth and retention by counseling successful individuals and families on their insurance coverage. This role focuses on delivering exceptional service, ensuring seamless policy management, fostering long-term relationships, and driving sales growth through effective cross-selling and upselling.<br>
</p><p></p><p><b>Key Responsibilities:
</b></p><ul><li>Serve as a trusted advisor for Chubb clients, assessing insurance needs and providing tailored solutions.
</li></ul><ul><li>Proactively identify coverage gaps, offer recommendations, and process policy updates per client requests.
</li></ul><ul><li>Utilize multiple systems to efficiently research, analyze, and resolve client inquiries and policy changes.
</li></ul><ul><li>Demonstrate comprehensive knowledge of Chubb&rsquo;s products, articulating their value to clients.
</li></ul><ul><li>Collaborate effectively within a team, leveraging strong interpersonal and communication skills.
</li></ul><ul><li>We provide coverage for home, auto, vacation, umbrella, flood, recreational marine, and cyber insurance, with many of these products managed across different systems. Our underwriters play an active role in handling these policies, which often requires us to act as intermediaries between clients, agents, and underwriting teams
</li></ul><ul><li>Consistently meet or exceed performance and quality benchmarks.
</li></ul><ul><li>Adhere to corporate policies, regulatory requirements (SOX), and internal procedures (PCI) while ensuring compliance and service excellence.
</li></ul><ul><li>Complete assigned tasks and support additional responsibilities as needed.
</li></ul><ul><li>Success in our team requires adaptability to a fast-paced environment communicating on the phone with a willingness to continuously learn new skills and policy requirements. Since guidelines are updated regularly and can vary between accounts, it&rsquo;s essential to stay informed and flexible to meet our insurance standards.<br>
</li></ul><p></p><p><b>Sales and Service Excellence:
</b></p><ul><li>Consistently meet or surpass sales goals by proactively cross-selling and upselling Chubb Personal Lines products, including auto, home, renters, personal excess, flood, and recreational marine insurance.
</li></ul><ul><li>Proactively assess client portfolios to uncover additional coverage needs, presenting customized insurance solutions to agents and their clients to ensure comprehensive protection.
</li></ul><ul><li>New Business Growth - increase sales production by 5% over the next year.
</li></ul><ul><li>Improve percentage of new quotes that are converted into closed sales by achieving a 20% close rate on all new quotes
</li></ul><ul><li>Increase the average premium value for each policy sold by focusing on high value clients or cross selling to individuals.
</li></ul><ul><li>Increase the number of policies per client by selling additional products or increasing coverage.
</li></ul><p>Relationship Management
</p><ul><li>Partner with Chubb internal teams, including personal lines underwriters, to proactively address agent requirements and streamline policy servicing processes.
</li></ul><ul><li>Cultivate and strengthen relationships with agents, clients, and internal business partners to drive high satisfaction, maximize client retention, and foster long-term loyalty.</li></ul></div>
<br><div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><ul><li>Must possess a Property and Casualty Insurance license or be willing to obtain one within 30 days as part of the training program.
</li></ul><ul><li>Associate degree or comparable professional experience in the insurance industry required.
</li></ul><ul><li>Experience in personal lines operations, agency, underwriting, or marketing preferred.
</li></ul><p>Performance Skills
</p><ul><li>Demonstrated creative problem-solving skills for client inquiries and challenges.
</li></ul><ul><li>Proven ability to deliver results and drive innovation in a dynamic, fast-paced setting.
</li></ul><ul><li>Strong client service orientation with excellent verbal and written communication abilities.
</li></ul><p>Technical Skills
</p><ul><li>Proficient in Microsoft Word, Outlook, and Excel.
</li></ul><ul><li>Experience in Personal Lines Insurance<br>
</li></ul><p></p><p><b>Core Competencies
</b></p><ul><li>Demonstrates a collaborative spirit and actively contributes to team success.
</li></ul><ul><li>Excels in analytical thinking, creative problem-solving and overall sales resilience
</li></ul><ul><li>Active listening and effective communication whether speaking, writing, or presenting to communicate clearly and persuasively.
</li></ul><ul><li>Maintains strong personal accountability and upholds ethical standards.
</li></ul><ul><li>Driven and capable of delivering results with minimal supervision.
</li></ul><ul><li>Exceptionally organized, adept at juggling multiple tasks efficiently.
</li></ul><ul><li>Thrives in both structured and ambiguous environments, working independently or as part of a team.
</li></ul><ul><li>Effectively prioritizes and manages competing deadlines in fast-paced settings.</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div>
<br><div><div>Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.<br>
</div><div></div><br>
<div>At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.</div></div>

Chubb Customer Center Account Executive

DotLynx Recruitment

<p><b>Scope of Work / Key Responsibilities:</b></p><ul><li>Coordinate and support day-to-day sales and business development activities.</li><li>Track incoming leads, inquiries, follow-up actions, and negotiations.</li><li>Prepare and send proposals, quotations, presentations, and sales materials.</li><li>Maintain accurate and organized records of sales performance, targets, and reporting data.</li><li>Liaise with operations and customer service teams to ensure client requirements are addressed promptly and accurately.</li><li>Schedule and coordinate meetings, sales calls, and client visits for the business development team.</li><li>Manage and maintain sales quotations and client onboarding documentation.</li><li>Keep customer databases and segmentations updated and well-organized.</li><li>Respond to client inquiries professionally and in a timely manner, directing them to the appropriate departments as needed.</li><li>Provide regular reports and insights to management on sales performance, pipeline status, and potential business opportunities.</li></ul><p>Requirements:</p><ul><li>Female, Arabic nationality preferred.</li><li>Proven experience in sales coordination or business development support.</li><li>Background in the Banking or Insurance sector preferred.</li><li>Strong organizational, communication, and multitasking skills.</li><li>Proficiency in MS Office and CRM tools.</li><li>Bilingual: Fluent in Arabic and English (written &amp; spoken).</li></ul><p>Package: QAR 5,000 &ndash; 6,000 (based on experience)</p><p>Job Type: Permanent</p><p>Pay: QAR5,000.00 - QAR6,000.00 per month</p><p>Work Location: In person</p>

Sales Coordinator- Insurance

Brent Jablonski Agency

<div><h2 class="jobSectionHeader"><b>Job Overview</b></h2><div><p><b>
Launch Your Career with a Top Allstate Agency!
</b></p><p><b>﻿</b></p><p>
Are you a <b>recent college graduate, former athlete, </b>or <b>highly motivated individual </b>looking to build a rewarding future in sales?
</p><p>Do you have a <b>passion for helping people</b> and thrive in client-facing environments?</p><p></p><p><br>
If you're <b>driven, coachable, and eager to succeed,</b> this is your opportunity to start a long-term career in the insurance industry with one of the most respected Allstate agencies in Illinois.</p><p></p><p><br>
About Us</p><p></p><p><br>
The <b>Brent Jablonski Allstate Agency</b> is a long-standing, award-winning agency recognized for excellence in customer service and results. We specialize in auto, home, life, renters, and financial services helping our clients protect what matters most through expert guidance and trusted relationships.</p><p></p><p><br>
We're expanding our team and seeking <b>entry-level professionals </b>who want to learn, grow, and succeed in a supportive, high-energy environment.</p><p></p><p><b><br>
Why You'll Love Working With Us</b></p><br>
<p></p><ul><li>
<b>Competitive Pay Structure </b>- Base salary plus commission and bonuses ($85,000-$125,000+ total potential earnings)</li><li>
<b>Paid Training &amp; Licensing Support</b> - We provide full training and help with the process of obtaining your Illinois Property &amp; Casualty License</li><li>
<b>Comprehensive Benefits</b> - Health and dental insurance, paid time off (PTO), and a retirement plan</li><li>
<b>Work-Life Balance</b> Monday-Friday schedule, no nights or weekends</li><li>
<b>Career Growth</b> - Clear advancement paths and mentorship from experienced insurance professionals</li><li>
<b>Winning Team Culture</b> - A positive, collaborative, and competitive environment where high achievers thrive and success is celebrated</li></ul><p></p><p><b><br>
Ready to Build Your Future?</b></p><p></p><p><br>
If you're a <b>goal-oriented individual who loves teamwork, competition, and personal growth,</b> this is the perfect place to launch your career. Join a team that values your drive, invests in your success, and rewards your hard work.</p><p></p><p><b><br>
Apply today and take the first step toward a winning career in insurance sales!</b></p><p><br>
Salary Range: $85,000.00 - $125,000.00 per year</p></div>
<h2 class="jobSectionHeader"><b>Benefits</b></h2><div><p>
Annual Base Salary + Commission + Bonus Opportunities</p>
Paid Time Off (PTO)<br>
Health Insurance<br>
Mon-Fri Schedule<br>
Retirement Plan<br>
Career Growth Opportunities<br>
Hands on Training<br>
Annual Base Salary + Commission + Bonus Opportunities<br>
</div><h2 class="jobSectionHeader"><b>
Requirements</b></h2><div><ul><li><b>
Entry-level candidates and former athletes encouraged to apply!</b></li><li>
Bachelors degree <b>highly preferred</b></li><li><b>
Illinois Property &amp; Casualty license</b> (or willingness to obtain - we'll help you get it)</li><li>
Strong communication, competitiveness, and team mindset</li><li>
Dependable, motivated, and eager to learn</li><li>
Thrives in a fast-paced, client-facing sales environment</li><li>
Must be able to commute to our <b>Fox Lake, IL</b> office ( work full time in office or hybrid part time each from home/ in office schedules available)</li></ul></div>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2><div><ul><li>
Build meaningful relationships with clients through outstanding service and communication</li><li>
Assist clients with policy questions, payments, and coverage recommendations</li><li>
Identify opportunities to cross-sell and expand client coverage</li><li>
Make outbound calls to existing customers to offer additional services and schedule appointments</li><li>
Manage multiple systems while maintaining accuracy and attention to detail</li><li>
Contribute to team goals by consistently providing excellent client experiences</li></ul></div><h2 class="jobSectionHeader"><b>
About Us</b></h2><div>
Our Agency is located in Fox Lake, IL specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today!</div></div>

Entry-Level Insurance Sales Professional

CRC Group

<div><p><b>The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
</b></p><p></p><p><i>If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i>Accessibility <i>(accommodation requests only; other inquiries won't receive a response).
</i></p><p></p><p><b>Regular or Temporary:
</b></p>Regular
<p><b>Language Fluency: </b>English (Required)
</p><p><b>Work Shift:
</b></p>1st Shift (United States of America)
<p><b>Please review the following job description:
</b></p>As part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients in the individual and senior market.
<br>
<br>
This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you&rsquo;re part of the team while also enjoying the convenience of working from home.
<br>
<br>
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 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.
<p></p><div>KEY RESPONSIBILITIES
<br>
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.
<br>
<ul><li>Drives increased sales and Company growth by developing positive business relationships with agents/brokers.
</li><li>Maintains an in-depth understanding of the Company&rsquo;s products and processes and how agents/brokers interact with these products and processes.
</li><li>Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
</li><li>Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients&rsquo; business with the Company by:
</li></ul>o Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services.
<br>
o Accurately and efficiently processing agent&rsquo;s requests for quotations and proposals.
<br>
o Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
<br>
o Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
<br>
o Aiding agents/brokers in obtaining sales materials and supplies.
<br>
o Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.
<br>
o Resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management.
<br>
<ul><li>Actively participates in team meetings, providing input to contribute to the team&rsquo;s overall success.
</li><li>Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration
</li><li>Occasional vehicular travel
</li><li>Occasional long, irregular hours and possible travel.
</li><li>Ability to work overtime during 4th quarter busy time.
</li><li>Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
</li></ul><br>
EDUCATION AND EXPERIENCE
<br>
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.
<br>
<ul><li>3+ years&rsquo; experience in a related individual and or Medicare insurance sales role (required)
</li><li>Associate&rsquo;s Degree (preferred)
</li></ul><br>
CERTIFICATIONS, LICENSES, REGISTRATIONS
<br>
<ul><li>Life/Health Agent&rsquo;s License (required)
</li></ul>FUNCTIONAL SKILLS
<br>
<ul><li>In-depth knowledge of individual and senior medical insurance products preferably attained through working in an insurance marketing or selling role at a carrier or broker office.
</li><li>Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
</li><li>Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines.
</li><li>Develop and maintain good working relationships and provide positive customer service.
</li><li>Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
</li><li>Determine when situations need to be escalated to Company management.
</li><li>Work in and contribute to a positive team environment.
</li><li>Manage multiple responsibilities simultaneously.
</li></ul></div><p></p><p>#LI1
</p><p>#LI-LG1
</p><p></p><p><b>General Description of Available Benefits for Eligible Employees of CRC Group: </b>At CRC Group, we're committed to supporting every aspect of teammates' well-being &ndash; 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&amp;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.
</p><p></p><p><b><i>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.
</i></b></p><p></p><p>EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify</p></div>

CRC Benefits - Broker Sales Executive – Individual Medical Benefits (Remote)

NMC Health plc

<div><div><ul><li><p>Evaluate the Pre Approval requests from medical necessity for the requested service according to the medical data provided and accurately code the service description codes stated on the prior authorization requests, according to accepted medical coding rules, medical guidelines and policy&rsquo;s schedule of benefits<br>
</p><p></p><div><ul><li><p>Respond to Insurance/ TPA queries and liaise with concerned department without any delay.
</p></li></ul><ul><li><p>Responsible for receiving, evaluating and escalating second opinion cases and case management
</p></li></ul><ul><li><p>Perform night shift duty and on public holidays as per duty roster.
</p></li></ul><ul><li><p>Prepares reports of daily activity as requested for management and assists management in monthly reports as requested.
</p></li></ul><ul><li><p>Handle Auditing Process. Arrange required documents and papers and check with coders in order to assist the external Auditors
</p></li></ul><ul><li><p>Attend Meetings and Presentation
</p></li></ul><ul><li><p>Train Front office, Receptionist and Nurses and keep them updated about Insurance details.
</p></li></ul><ul><li><p>Prepare cost estimate for procedures for Cash Patient
</p></li></ul><ul><li><p>To adjust duties in case of any sudden/ emergency unplanned leaves by colleagues.
</p></li></ul><ul><li><p>Managing and handling pending cases (if any) to the next shift colleagues.</p></li></ul></div></li></ul></div></div><p></p>
<br><div><ul><li>The incumbent checks and sequences the most accurate ICD-9/ ICD10- CM/CPT/HCPCS/DRG/Other codes for diagnoses and procedures for documented information.
</li><li>Assures the final diagnoses and operative procedures as stated by the physician are valid and complete.
</li><li>Abstracts all necessary information from health records to identify secondary complications and co-morbid conditions.
</li><li>Evaluates the record for documentation consistency and adequacy.
</li><li>Ensures that the final diagnosis accurately reflects the care and treatment rendered.
</li><li>Computes and gives the correct DRG coding all inpatients cases.
</li><li>Providing training and guiding other coders / Medical Records Technicians in coding, updating them with new coding rules and regulations as and when it is necessary.
</li><li>Analyzes doctors&rsquo; documentation to assure the appropriate Evaluation &amp;
</li><li>Ensures coding is as per HAAD guidelines and regulations.
</li><li>Provides feedback to Doctors regarding coding errors or oversights.
</li><li>Constantly updates to the latest coding versions and HAAD coding directives.
</li><li>Management (E &amp; M) levels are assigned using the correct CPT code.</li></ul></div>
<br><div><ul><li>Experience in Insurance Claims management/adjudication (minimum 2 years).
</li><li>Experience in Medical Coding ICD, CPT, DRG and HCPCS.
</li><li>Flexible and able to work under pressure
</li><li>Knowledge in using computer and related software applications and proficient in using MS office programs.
</li><li>Communication, interpersonal skills as applied to interaction with co-workers, supervisor and customers and capability to interact with all levels in the organization.
</li><li>Must display a neat, clean professional appearance.
</li><li>Excellent command of oral and written English. Arabic language advantageous/desirable but not essential.
</li><li>Must communicate in a timely manner and exhibit good listening skills.</li></ul></div>

Insurance Executive

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