Underwriting Account Executive: Growth & Retention

CRC Group

Pennsylvania

Remote

USD 90,000 - 120,000

Full time

12 days ago

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Benefits offered by this job

Medical, dental, vision, life, AD&D, &
Disability insurance
Tax-advantaged savings accounts
Generous paid time off incl. holidays,
Restricted stock units / deferred comp

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 agents, carriers, and internal teams to ensure accurate, timely placement and ongoing client service.

This role requires driving marketing efforts, preparing quotes, and advising on coverage decisions. The ideal candidate has a Bachelor’s degree or equivalent experience plus 3+ years in wholesale insurance, brokerage, or underwriting support,

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

  • Select appropriate carriers and manage the marketing process for assigned accounts
  • Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
  • 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

Account management
Decision making
Insurance knowledge
Multitasking
Negotiation

Education

Bachelor's degree or equivalent combination of education and experience

Tools

Policy/account management 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 agents, carriers, and internal teams to ensure accurate, timely placement and ongoing client service.

This role requires driving marketing efforts, preparing quotes, and advising on coverage decisions. The ideal candidate has a Bachelor’s degree or equivalent experience plus 3+ years in wholesale insurance, brokerage, or underwriting support,

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