Account Executive

CRC Group; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Paid time off

Parental leave

Job summary

CRC Group in New York is seeking an experienced insurance professional to manage accounts end-to-end, from submission through binding, while coordinating documentation and communications. The role involves broker/underwriter collaboration to solicit, quote, and maintain new and renewal business, and to negotiate terms with carriers.

You will prepare quotes, coverage comparisons, and recommendations; process new business, renewals, endorsements, and cancellations; and ensure accuracy and

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years).
• Strong understanding of insurance products, coverage structures, and market dynamics.
• Ability to independently manage multiple priorities with limited supervision.

Responsibilities

• Manage accounts from submission through binding, including coordinating all required documentation and communications.
• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business.
• Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions.
• Select appropriate carriers and manage the marketing process for assigned accounts.
• Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions.
• Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines.
• Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate.
• Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities.
• Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships.
• Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery.
• Conduct research and prepare account or market analysis to support client and business development efforts.
• Maintain accurate records and manage all correspondence in accordance with company standards.
• Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training.

Skills

Account management

Insurance knowledge

Negotiation

Communication

Underwriting support

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Policy/account management systems

MS Office

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

KEY RESPONSIBILITIES

• Manage accounts from submission through binding, including coordinating all required documentation and communications
• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business
• Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions
• Select appropriate carriers and manage the marketing process for assigned accounts
• Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
• Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines
• Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate
• Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities
• Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships
• Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery
• Conduct research and prepare account or market analysis to support client and business development efforts
• Maintain accurate records and manage all correspondence in accordance with company standards
• Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training

EDUCATION AND EXPERIENCE

• Bachelor’s degree or equivalent combination of education and experience
• Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years)
• Demonstrated experience managing accounts, marketing business, and supporting placement activities
• Strong understanding of insurance products, coverage structures, and market dynamics
• Ability to independently manage multiple priorities and make informed decisions with limited supervision

CERTIFICATIONS, LICENSES, REGISTRATIONS

Active state insurance license required in applicable lines of business

FUNCTIONAL SKILLS

• Strong knowledge of insurance products, underwriting processes, and carrier guidelines
• Ability to negotiate terms and evaluate coverage options to support optimal placement outcomes
• Effective account management skills across the full lifecycle (submission, quoting, binding, renewal)
• Excellent written and verbal communication skills with the ability to interface across internal and external stakeholders
• Strong analytical and problem-solving skills with attention to detail and accuracy
• Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
• Proficiency in Microsoft Office and systems used for policy and account management
• Strong interpersonal skills with the ability to build and maintain relationships with agents, carriers, and internal teams
• Ability to work independently and exercise sound judgment in decision-making
• Commitment to continuous learning and staying current on industry trends and market developments

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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