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Account Executive

2 months ago

Fort Myers, Florida, United States CRC Insurance Services, Inc. Full time

**About the Role:**

We are seeking an experienced Account Executive to join our team in a remote position. As an Account Executive, you will be responsible for retaining co-broker accounts by providing top-notch services and support to partnered agencies and their customers.

**Key Responsibilities:**

  • Represent Company services in a professional manner to ensure continued sales and growth by developing positive business relationships with clients.
  • Maintain a good understanding of the Companys products and processes and how clients interact with these products and processes.
  • Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
  • Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
  • Conduct group meetings/webinars to further educate our Customer base on the services we provide.
  • Provide routine follow-up in on service issues and renewals.
  • Listen to the client ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
  • Work renewal and market groups in order to obtain best products for them.
  • Actively participate in team meetings, providing input to contribute to the teams overall success in achieving customer satisfaction.

**Requirements:**

  • Life and Health Insurance License required.
  • Associates degree preferred, along with a minimum of two (2) years experience in small group renewals.
  • Good knowledge of carrier plan features, benefits, and underwriting guidelines.
  • Understanding of insurance products preferably attained through working in a broker or carrier office.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers, most notably Google Chrome and Microsoft Edge.
  • Communicate with all levels of internal and external personnel, both verbally and in writing.
  • Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
  • Develop and maintain good working relationships.
  • Determine when issues need to be escalated to a higher level.
  • Work in and contribute to a positive team environment.
  • Manage multiple responsibilities simultaneously.

**About Us:**

CRC Insurance Services, Inc. is a dynamic team dedicated to innovation, collaboration, and excellence. We offer a competitive compensation package, including monthly bonuses for performance, and exceed industry norms. We are committed to providing a portfolio of competitive benefits for our growing organization and its diverse needs.

**What We Offer:**

  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
  • No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
  • Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available for non-temporary positions.

**EEO and Diversity Statement:**

CRC Insurance Services, Inc. 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.