BenefitMall - Proposal Consultant (Remote)

Sorry, this job was removed at 04:20 p.m. (CST) on Thursday, May 22, 2025
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6 Locations
In-Office or Remote
Insurance
The Role

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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:

Prepares quotes and assists group health insurance brokers with information/materials as needed.
This is potentially a remote role; however, candidates should live in the eastern time zone, preferably in Georgia or Florida. 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 BenefitMall, 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, BenefitMall 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, BenefitMall 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.

  • Monitor and respond to dedicated mailboxes/queues for quoting.
  • Review requests for quotes, determine what plans should be quoted and work with partners to identify plans to quote as needed.
  • Coordinate and organize proposals returned, monitoring for accuracy while maintaining Service Level Agreements.
  • Enter group information into various internal and external software and portals to generate proposals.
  • Maintain data and systems used to monitor quote metrics.
  • Prepare quote requests, transmit requests to necessary parties, and follow up for completion and to ensure delivery.
  • Provide administrative support to include, but is not limited to computer generated correspondence, phone conversations, and printing of quotes.
  • Develop and maintain positive relationships with internal and external partners.
  • Maintain and monitor carrier contacts for quoting assistance, files, and production reports.
  • May assist with meetings or events. Occasional long, irregular hours.
  • 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, with minimum of two (2) years related experience.
  • Prefer at least one (1) year experience in insurance, medical, or employee benefits.

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • License preferred.

FUNCTIONAL SKILLS

  • Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook required.
  • Type a minimum of forty (40) words per minute.
  • Minimum of 10,000 alpha and numeric keystrokes per hour with high level of accuracy.
  • Communicate effectively with internal and external personnel, both verbally and in writing.
  • Read, comprehend, and interpret job-related documents.
  • Work in and contribute to a positive team environment.
  • Manage multiple tasks simultaneously, and quickly adapt to changes in work assignments.

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC 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 is a Drug Free Workplace.

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The Company
HQ: Birmingham, Alabama
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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