Benefits - broker support representative on site

CRC Insurance Services, Inc.
Melville, NY

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.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Internal Broker Support Specialist is our in-house expert delivering exceptional service to our brokers and customers. They will perform various routine and defined support tasks in an office environment, up to 5 days per week.

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 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.

  • Provide quality information and solutions to brokers that are housed in our office and those that are not housed by CRC Benefits.

  • Prepare files and maintain physical or electronic records and documents in required formats daily.

  • Compile and verify information, as well as input data into a tracking database or system.

  • Provide customer service directly to our clients, both internal and external, by retrieving documents and/or responding to requests for information by phone or email.

  • Maintain 100% of available phone and electronic service goals.

  • Determine when customer issues need to be escalated and find solutions.

  • Provide brokers and clients with quality service for issues regarding employee enrolment, ID card status effective dates and commission issues.

  • Keep up to date on all Company policies and promotional offerings.

  • Actively participate in regular meetings, providing input to contribute to the team's overall success.

  • Make outbound calls to clients for the purpose of monitoring client satisfaction.

  • Occasional long, irregular hours.

  • Work hours flexibility needed during 4th Quarter.

  • Must be able to complete all physical requirements of the job with or without a reasonable accommodation.

  • Additional duties as assigned by manager.

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 a minimum of two (2) years' experience in Call Center/Customer Service environment in the healthcare/insurance field.

CERTIFICATIONS, LICENSES, REGISTRATIONS

n/a

FUNCTIONAL SKILLS

  • Working knowledge of medical conditions, terminology, and insurance products.

  • Prior experience dealing with multiple customer service issues.

  • Possess a good understanding of HIPAA laws and guidelines.

  • Exceptional attention to detail.

  • Strong knowledge of Microsoft Office; specifically, Excel, Word, and Outlook Exchange; proficient with various web browsers.

  • Ability to communicate effectively with internal and external personnel, both verbally and in writing.

  • Ability to read, analyze and interpret Explanation of Benefits (EOB).

  • Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.

  • Maintain complete confidentiality of information.

  • Determine when problems should be escalated.

  • Work in and contribute to a positive team environment.

  • Complete tasks on time while managing multiple tasks simultaneously.

The annual base salary for this position is $45,760 - $56,160.

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.

EEO is the Law ( KnowYourRights\ screen\ reader\10\20.pdf) Pay Transparency Nondiscrimination Provision E-Verify ( Participation\ Poster\ ES.pdf)

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.

Posted 2025-10-15

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