CRC Benefits - Large Group Quote and Enrollment Specialist - Hybrid

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

This role provides comprehensive sales, underwriting, and operational support for Large Group (51+) quoting and new business opportunities. Responsibilities include evaluating underwriting requirements, preparing accurate proposal documents, supporting brokers and carrier partners, and maintaining data integrity throughout the RFP and onboarding process. The position requires strong attention to detail, the ability to manage multiple competing priorities, and effective communication with brokers, carriers, and internal teams.

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.

• Evaluates Large Group new business and add-on risks by reviewing enrollment materials, benefit plans, census data, and medical or underwriting documentation

• Uses quoting platforms and carrier tools to pull rates, benefits, and underwriting requirements and translate them into accurate proposal documents

• Manages the end-to-end RFP process, ensuring timely, accurate, and high-quality submissions that meet company standards

• Works directly with carrier partners to request and secure underwritten quotes, confirm requirements, and ensure compliance with carrier guidelines

• Generates preliminary and final quotes based on validated enrollment information and applicable underwriting rules

• Enrolls new groups and members in carrier systems and verifies that all requirements are submitted and complete

• Communicates with brokers to request missing information, respond to questions, and provide updates on case status and underwriting decisions

• Tracks outstanding requirements and pending approvals, escalating issues when appropriate

• Creates and maintains proposal templates and supporting documentation consistent with branding and compliance standards

• Collaborates with sales team members to understand client needs and tailor proposal content accordingly

• Demonstrates strong attention to detail when compiling benefit information, analyzing data, and presenting plan comparisons

• Prioritizes and manages multiple proposals simultaneously under tight deadlines

• Maintains accurate records, files, and documentation and proactively identifies potential issues

• Determines when issues require escalation and uses appropriate channels to ensure timely resolution

• Provides professional, timely communication with all internal and external stakeholders

• Assists with projects and other duties as assigned

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 required; Associate's degree preferred

• One (1) or more years of job-related experience in underwriting, benefits administration, insurance operations, or related field

• Large Group experience preferred

Certifications, Licenses, Registrations

n/a

Functional Skills

• Strong working knowledge of health insurance guidelines, underwriting principles, and benefit structures

• Strong knowledge of Microsoft Office, including Excel, Word, and Outlook

• Ability to communicate effectively with all levels of internal and external personnel, both verbally and in writing

• Excellent customer service and phone etiquette with the ability to manage broker and carrier interactions

• Demonstrated ability in proactive problem solving and issue resolution

• Ability to manage multiple priorities under tight deadlines with strong attention to detail

• Ability to work both independently and as part of a positive, collaborative team environment

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - 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&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.

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.

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Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We're Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.