Strategic Insurance Account Executive

CRC Group; Colorado Springs (CO); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Paid time off

Job summary

CRC Group seeks an Underwriting Account Executive to lead the full account lifecycle from submission through binding and renewal. You will coordinate with brokers, underwriters, and carriers to place, quote, and manage risk for assigned accounts while ensuring accuracy and timeliness.

This role emphasizes collaboration, market knowledge, and strategic communication with clients. The position requires a bachelor’s degree or equivalent and 3+ years in wholesale insurance or related roles, plus

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years).
• Demonstrated experience managing accounts, marketing business, and supporting placement activities.
• Strong understanding of insurance products, coverage structures, and market dynamics.
• Ability to independently manage multiple priorities and make informed decisions with limited supervision.

Responsibilities

• Manage accounts from submission through binding, including coordinating all required documentation and communications.
• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business.
• Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions.
• Select appropriate carriers and manage the marketing process for assigned accounts.
• Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions.
• Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines.
• Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate.
• Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities.
• Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships.
• Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery.
• Conduct research and prepare account or market analysis to support client and business development efforts.
• Maintain accurate records and manage all correspondence in accordance with company standards.
• Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training.

Skills

Underwriting knowledge

Account management

Negotiation

Communication

Analytical skills

Multitasking

MS Office

Education

Bachelor’s degree or equivalent

3+ years wholesale insurance experience

Experience in marketing/business support

Tools

Policy/account management software

CRM systems

Microsoft Office

Job description

CRC Group seeks an Underwriting Account Executive to lead the full account lifecycle from submission through binding and renewal. You will coordinate with brokers, underwriters, and carriers to place, quote, and manage risk for assigned accounts while ensuring accuracy and timeliness.

This role emphasizes collaboration, market knowledge, and strategic communication with clients. The position requires a bachelor’s degree or equivalent and 3+ years in wholesale insurance or related roles, plus