Account Manager

200 CRC Insurance Svcs LLC; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision, life and more

401(k) with company match

Paid time off and holidays

Job summary

CRC Group is seeking a skilled insurance professional in Dallas to support brokers, underwriters, and team leaders. You will solicit and maintain renewals, prepare coverage recommendations, and manage correspondence for new and renewal business, with responsibility for binders, invoices, and policy accuracy.

The role requires a college degree and a state license, with several years of wholesale insurance experience, strong negotiation and communication skills, and the ability to travel as

Qualifications

• College degree or equivalent experience
• Three years of wholesale insurance experience or its equivalent
• Experience with specific account handling and marketing
• Current state specific insurance license
• Substantial knowledge of insurance and insurance processes
• Ability to review information, make decisions, and manage time effectively with minimal to no supervision
• Ability to plan, organize and manage multiple priorities
• Excellent verbal, written and presentation skills
• Ability to travel, occasionally overnight
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
• Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.
• Select carriers to approach with accounts.
• Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
• Prepare recommendations for agents showing fact information regarding best coverage information.
• Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
• Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
• Acquire confirmations from retailers when accounts are bound.
• Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
• Prepare company profiles and research analysis for client visits.
• Provide directions and supervision to team as requested by Broker.
• Manage incoming calls from producers and companies.
• Maintain good working relationship with current agents and other co-workers.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Perform other duties, tasks, responsibilities and projects as assigned.

Skills

Negotiation

Sales experience

Communication skills

Time management

Verbal & written communication

Travel availability

Presentation skills

Interpersonal skills

Education

College degree or equivalent

Current state insurance license

Tools

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.

Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
• Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.
• Select carriers to approach with accounts.
• Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
• Prepare recommendations for agents showing fact information regarding best coverage information.
• Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
• Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
• Acquire confirmations from retailers when accounts are bound.
• Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
• Prepare company profiles and research analysis for client visits.
• Provide directions and supervision to team as requested by Broker.
• Manage incoming calls from producers and companies.
• Maintain good working relationship with current agents and other co-workers.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Perform other duties, tasks, responsibilities and projects as assigned.

QUALIFICATIONS

Required Qualifications: 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.

• College degree or equivalent experience
• Three years of wholesale insurance experience or its equivalent
• Experience with specific account handling and marketing
• Current state specific insurance license
• Substantial knowledge of insurance and insurance processes
• Ability to review information, make decisions, and manage time effectively with minimal to no supervision
• Ability to plan, organize and manage multiple priorities
• Excellent verbal, written and presentation skills
• Ability to deal with confidential matters appropriately
• Possess strong interpersonal skills
• Ability to work extended hours as needed
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel, occasionally overnight

GENERAL DESCRIPTION OF AVAILABLE BENEFITS FOR ELIGIBLE EMPLOYEES OF CRC GROUP

• 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 Pay Transparency Nondiscrimination Provision E-Verify

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’R 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.