Wholesale Insurance Specialist
7 days ago
**Job Summary**
CRC Group is seeking a highly skilled Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing exceptional support to our brokers, underwriters, and team leaders regarding all policies and key accounts.
Key Responsibilities:
- Promote new business and/or renewal business to achieve production/market criteria as defined by the broker with little or no supervision.
- Negotiate terms with the underwriters, including price, deductible, enhancement, and exclusions.
- Select carriers to approach with accounts.
- Assist and/or provide quotations for new business, renewals, and endorsements through managing all company correspondence in a timely manner.
- Prepare recommendations for agents showing fact information regarding best coverage information.
- Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
- Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
Qualifications:
- College degree or equivalent experience.
- Three years of wholesale insurance experience or its equivalent.
- Experience with specific account handling and marketing.
- Current state-specific insurance license.
- Substantial knowledge of insurance and insurance processes.
- Ability to review information, make decisions, and manage time effectively with minimal to no supervision.
- Ability to plan, organize, and manage multiple priorities.
- Excellent verbal, written, and presentation skills.
- Ability to deal with confidential matters appropriately.
- Possess strong interpersonal skills.
- Ability to work extended hours as needed.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel, occasionally overnight.
Benefits:
CRC Group offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-preferred savings accounts. Eligible employees may also participate in a deferred compensation plan and/or have an ownership interest in CRC Group in the form of profits interest or capital interest.
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.
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