Business Lead and Relationship Manager

200 CRC Insurance Svcs LLC; California (MO); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group is seeking a strategic account leader to drive revenue growth and strengthen high-value client relationships in the insurance and financial services space. You will lead initiatives, partner with senior stakeholders, and mentor junior relationship managers to elevate engagement.

The role requires a Bachelor’s degree and 7+ years in business development or relationship management, with a proven track record negotiating complex agreements and guiding cross-functional teams to delivery

Qualifications

• Bachelor’s degree in business, finance, or related field.
• 7+ years in business development or relationship management in insurance/financial services.
• Proven ability to achieve growth targets and maintain client relationships.
• Experience negotiating complex agreements and managing key accounts.

Responsibilities

• Develop and execute account strategies to achieve revenue growth and product penetration targets.
• Maintain and strengthen relationships with key executives and decision-makers within client organizations.
• Analyze client needs to recommend customized products, services, or solutions ensuring alignment with business objectives.
• Negotiate terms and agreements with clients to secure long-term partnerships.
• Collaborate with internal teams, including operations and underwriting, to ensure seamless service delivery for complex accounts.
• Provide client feedback to inform product development and operational improvements.
• Monitor market trends, competitor activities, and regulatory changes to identify emerging opportunities and risks.
• Mentor and support junior relationship managers in client engagement best practices.

Skills

Strategic account planning

Negotiation

Relationship management

CRM systems

Microsoft Office

Leadership

Financial analysis

Education

Bachelor’s degree in business/finance

Tools

CRM systems

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America)

If you have a disability and need assistance with the application, you can request a reasonable accommodation.

Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth. Partners with senior stakeholders to identify opportunities, develop solutions aligned with client objectives, and ensure delivery excellence. Acts as a trusted advisor to clients and mentors junior team members to enhance relationship management capabilities.

KEY RESPONSIBILITIES:

• Develop and execute account strategies to achieve revenue growth and product penetration targets.
• Maintain and strengthen relationships with key executives and decision-makers within client organizations.
• Analyze client needs to recommend customized products, services, or solutions ensuring alignment with business objectives.
• Negotiate terms and agreements with clients to secure long-term partnerships.
• Collaborate with internal teams, including operations and underwriting, to ensure seamless service delivery for complex accounts.
• Provide client feedback to inform product development and operational improvements.
• Monitor market trends, competitor activities, and regulatory changes to identify emerging opportunities and risks.
• Mentor and support junior relationship managers in client engagement best practices.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in business, finance, or a related field is required.
• 7+ years of experience in business development or relationship management roles within the insurance or financial services industry.
• Proven track record of achieving growth targets and maintaining strong client relationships.
• Experience negotiating complex agreements and managing key accounts.

CERTIFICATIONS / LICENSES / REGISTRATIONS

• Relevant state insurance license as required by role responsibilities.
• Professional certifications such as CPCU or ARM are preferred but not mandatory.

FUNCTIONAL SKILLS

• Strategic account planning and execution.
• Advanced negotiation and influencing skills.
• Financial analysis and business acumen.
• Excellent verbal and written communication skills.
• Relationship building and stakeholder management.
• Problem-solving and conflict resolution.
• Leadership and mentoring capabilities.
• Proficiency in CRM systems and Microsoft Office applications.

The annual base salary for this position is $100,000 - $130,000.

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

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.