Market Specialist

CRC Group; Jericho (NY); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

401(k) with company match

Paid time off

Job summary

CRC Group is seeking a Market Specialist on Long Island, NY to support carrier onboarding, engagement, and governance across carriers, MGAs, and intermediary partners. You will coordinate onboarding activities, maintain carrier documentation, and ensure compliant, accurate operational processes in collaboration with Production, Operations, Compliance, and Finance.

This role emphasizes building relationships, attention to detail, sound judgment within procedures, and driving continuous

Qualifications

• Bachelor's degree in Business, Risk Management, Insurance, Finance, or related field.
• 2–6 years of experience in insurance operations, onboarding, compliance, market engagement, brokerage operations, or related function.
• Working knowledge of insurance products, carrier relationships, licensing requirements, and operational processes.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Strong organizational, analytical, and problem-solving skills.
• Effective written and verbal communication across functional teams.
• Proficiency with Microsoft Office applications and experience with business systems/workflow tools.

Responsibilities

• Coordinate onboarding activities for new carrier and intermediary relationships.
• Prepare, review, and maintain carrier documentation, licensing records, and required compliance materials.
• Support execution of carrier agreements, authorizations, and system setup activities.
• Monitor onboarding activities and proactively communicate status updates to stakeholders.
• Resolve routine carrier questions and operational issues by applying established procedures.
• Partner with internal teams to ensure accurate and timely completion of onboarding activities.
• Maintain accurate carrier information across systems and identify data quality issues.
• Participate in process improvement efforts and recommend opportunities to improve efficiency.
• Build working relationships across functional partners while developing knowledge of CRC's carrier engagement model.

Skills

Attention to detail

Strong judgment

Organizational skills

Analytical thinking

Problem-solving

Written & verbal communication

Cross-functional collaboration

Education

Bachelor's degree in Business, Risk Management, Insurance, Finance, or related field

Tools

Microsoft Office

Workflow tools

Job description

The Market Specialist supports carrier onboarding, engagement, and governance activities across insurance carriers, managing general agents (MGAs), and intermediary partners. Working under the guidance of senior team members, this role is responsible for coordinating onboarding activities, maintaining carrier documentation, supporting compliance requirements, and ensuring accurate execution of operational processes.

This role develops foundational expertise in carrier engagement while building strong relationships with internal stakeholders across Production, Operations, Compliance, and Finance. Success in this position requires strong attention to detail, sound judgment within established procedures, and a commitment to continuous improvement.

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Key Responsibilities

• Coordinate onboarding activities for new carrier and intermediary relationships.
• Prepare, review, and maintain carrier documentation, licensing records, and required compliance materials.
• Support execution of carrier agreements, authorizations, and system setup activities.
• Monitor assigned onboarding activities and proactively communicate status updates to stakeholders.
• Resolve routine carrier questions and operational issues by applying established procedures and escalating more complex matters as appropriate.
• Partner with internal teams to ensure accurate and timely completion of onboarding activities.
• Maintain accurate carrier information across systems and identify data quality issues.
• Participate in process improvement efforts and recommend opportunities to improve efficiency and service delivery.
• Build working relationships across functional partners while developing knowledge of CRC's carrier engagement model.

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Scope

• Executes defined work independently within established procedures.
• Supports components of larger onboarding and governance initiatives.
• Applies sound judgment to determine the appropriate process or approach.
• Escalates complex issues while independently resolving routine matters.

Required Qualifications

• Bachelor's degree in Business, Risk Management, Insurance, Finance, or a related field (or equivalent combination of education and experience).
• 2–6 years of experience in insurance operations, carrier onboarding, compliance, market engagement, brokerage operations, or a related function.
• Working knowledge of insurance products, carrier relationships, licensing requirements, and operational processes.
• Demonstrated ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Strong organizational, analytical, and problem‑solving skills.
• Effective written and verbal communication skills with the ability to build collaborative working relationships across functional teams.
• Proficiency with Microsoft Office applications and experience working within business systems and workflow tools.

The annual base salary for this position is $65k - $75k.

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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