Job Overview
Location
Remote - California
Job Type
Full-time
Category
Software Engineering
Date Posted
June 6, 2026
Full Job Description
📋 Description
- • Own the end-to-end sales process for Large Group benefits, from quote generation through enrollment, specifically for assigned broker firms.
- • Develop and execute customized quoting strategies for each case in collaboration with Broker Sales Executives (BSEs), leveraging deep knowledge of carrier partner capabilities and market dynamics.
- • Maintain comprehensive understanding of large group insurance products, including medical and non-medical/ancillary plans, and their respective plan features and benefits.
- • Analyze and interpret financial and underwriting principles related to self-funded, level-funded, and alternate-funded large group plans to inform pricing and proposal development.
- • Create, maintain, and deliver broker-client-ready sales proposals using spreadsheets and documentation tools, ensuring accuracy and compliance with company standards.
- • Conduct regular follow-up calls with brokers and agents to understand client needs, identify new sales opportunities, and strengthen broker relationships.
- • Provide brokers with detailed guidance on carrier administrative procedures, product availability, and appropriate group product selection.
- • Pre-screen individuals and groups for medical conditions to determine suitable plan options and assess risk adjustment factors impacting premium rates.
- • Support brokers during client and enrollment meetings by attending as needed and preparing all required enrollment documents, benefit booklets, and compliance materials.
- • Adhere strictly to CRC Benefits’ confidentiality policies regarding sensitive client and carrier information.
- • Collaborate with Sales Executives to enhance service delivery and drive increased sales activity from broker partners.
- • Resolve client and broker conflicts, identify process improvements, and provide constructive feedback to management.
- • Work within a remote environment using video and screen sharing technology to maintain team cohesion and communication.
- • Be available for occasional long or irregular hours during peak enrollment or sales periods.
- • Perform physical duties including prolonged sitting, frequent speaking and hearing, and occasional standing, walking, bending, kneeling, and lifting up to 25 lbs.
- • Perform other duties as assigned by management to support team and organizational goals.
🎯 Requirements
- • Associates degree or equivalent required
- • 4+ years professional experience in selling, account management, or servicing large group benefits
- • Active Life & Health License
- • Knowledge of large group carrier plan features for medical and non-medical/ancillary plans
- • Strong knowledge of self-funded, level-funded, or alternate-funded plans
- • Proficient in Microsoft Office (Word, Excel, Outlook Exchange) and Google Chrome
🏖️ Benefits
- • Annual base salary range of $75,000.00 - $90,000.00
- • Medical, dental, vision, life, disability, and AD&D insurance
- • Tax-advantaged savings accounts and 401(k) plan with company match
- • Generous paid time off including holidays, vacation, sick days, and new parent leave
- • Eligibility for restricted stock units and/or deferred compensation plan
- • Remote work environment with team collaboration via video and screen sharing
Skills & Technologies
About TIH Insurance Services, LLC
TIH Insurance Services, LLC is a Texas-based wholesale insurance broker and managing general agent specializing in commercial property, casualty, and professional liability coverages. The firm designs and places tailored programs for retail agents and their middle-market clients across construction, energy, real estate, manufacturing, and professional services sectors. It operates as a Lloyd’s coverholder and leverages carrier relationships to deliver admitted and non-admitted solutions, risk management tools, and claims advocacy services throughout the United States.
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