Strategic Inside Insurance Broker - Growth & Relationships

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

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.