Inside Broker

200 CRC Insurance Svcs LLC; Santa Ana (CA); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Generous paid time off programs

Job summary

200 CRC Insurance Svcs LLC in Santa Ana, California, is searching for a dedicated insurance professional to develop and maintain client relationships while ensuring compliance with company policies. Ideal candidates will have three years of wholesale insurance experience and a valid insurance license.

The position offers a competitive salary ranging from $95,000 to $110,000, along with comprehensive health benefits and a 401(k) plan. Candidates must possess strong communication skills and a proactive approach to client needs.

Qualifications

• Three years of wholesale insurance experience or equivalent.
• Must be licensed in corresponding areas of insurance.
• Ability to understand and analyze insurance policies.

Responsibilities

• Develop and maintain client and agent relationships.
• Solicit and market new and existing business.
• Negotiate terms and coverages with markets.

Skills

Communication skills

Time management

Client relationship management

Leadership skills

Education

Bachelor's degree or insurance designation

Job description

Job Summary

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Responsibilities

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

1. Bachelor's degree or appropriate insurance designation.
2. Three years 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.

Compensation and Benefits

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:

• Eligible full‑time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance.
• Tax‑advantaged savings accounts.
• 401(k) plan with company match.
• 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.

Equal Opportunity Employer

CRC Group 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.

About the Role

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.