Inside Broker

CRC Insurance Services, Inc.; Irvine (CA); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid time off programs

Disability and AD&D insurance

Job summary

CRC Group in Irvine, CA seeks a wholesale insurance professional to identify and arrange coverage for clients, serving as an intermediary between the Agent and the Insurance Company for renewals and growth.

The role focuses on developing client relationships, soliciting and marketing, quoting, binding and confirming business, and negotiating terms with markets to meet production goals.

Qualifications

• Bachelor's degree or appropriate insurance designation.
• Three years of wholesale insurance experience or its equivalent.
• Must be licensed in corresponding areas of insurance.
• Must be able to understand and analyze necessary components of insurance policies.
• Ability to understand the client's needs and have knowledge of the risk profiles associated.
• Ability to review information, make decisions and manage time effectively.
• Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy.
• Ability to develop, foster, and maintain an excellent working relationship with agencies.
• Leadership and team playing skills.
• Must possess and maintain current knowledge of the insurance industry.
• Excellent written and verbal skills.
• Ability to work extended hours when necessary.
• Maintain travel schedule depending on the needs of clients, Agents, and new business.

Responsibilities

• Develop, maintain and cultivate client and agent relationships.
• Solicit, market, quote, bind, and confirm new and existing business.
• Negotiate the best terms and coverages available with accessible markets.
• Ensure submissions reflect accurate data such as risks and coverages.
• Monitor accounts to ensure compliance with the firm's policies and procedures.
• Assist broker to meet or exceed production goals as assigned by CRC.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
• Maintain necessary licenses to produce business.

Skills

Relationship building

Negotiation

Sales drive

Time management

Communication skills

Education

Bachelor's degree or insurance designation

Job description

Irvine, CA

Full time

R0000002222

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

ESSENTIAL DUTIES AND 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.

1. Develop, maintain and cultivate client and agent relationships.

2. Solicit, market, quote, bind, and confirm new and existing business.

3. Negotiate the best terms and coverages available with accessible markets.

4. Ensure submissions reflect accurate data such as risks and coverages.

5. Monitor accounts to ensure compliance with the firm's policies and procedures.

6. Assist broker to meet or exceed production goals as assigned by CRC.

7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.

8. Maintain necessary licenses to produce business.

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.

1. Bachelor's degree or appropriate insurance designation

2. Three years of experience of wholesale insurance experience or its equivalent

3. Must be licensed in corresponding areas of insurance

4. Must be able to understand and analyze necessary components of insurance policies

5. Ability to understand the client's needs and have knowledge of the risk profiles associated

6. Ability to review information, make decisions and manage time effectively

7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy

8. Ability to develop, foster, and maintain an excellent working relationship with agencies

9. Leadership and team playing skills

10. Must possess and maintain current knowledge of the insurance industry

11. Excellent written and verbal skills

12. Ability to work extended hours when necessary

13. Maintain travel schedule depending on the needs of clients, Agents, and new business

The annual base salary for this position is $95,000.00 - $110,000.00.

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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

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.