Insurance Brokerage Specialist

1 week ago


Jenkintown, Pennsylvania, United States CRC Group Full time

PRIMARY RESPONSIBILITIES
Below is a summary of the primary functions associated with this role. Additional tasks may be assigned, both major and minor, which are not explicitly mentioned here. Specific activities may evolve over time.
1. Establish, nurture, and enhance relationships with clients and agents.
2. Market, quote, bind, and confirm both new and existing business opportunities.
3. Negotiate optimal terms and coverages with available markets.
4. Ensure submissions accurately reflect relevant data, including risks and coverages.
5. Oversee accounts to guarantee adherence to the firm's policies and procedures.
6. Support brokers in achieving or surpassing production targets as set by CRC.
7.

Stay informed about the insurance sector and sales strategies through regular participation in workshops, seminars, literature reviews, and/or formal continuing education.

8. Maintain the necessary licenses to conduct business.

QUALIFICATIONS

Required Qualifications:

The qualifications listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or relevant insurance designation
2. A minimum of three years of experience in wholesale insurance or equivalent
3. Must hold licenses in relevant areas of insurance
4. Ability to comprehend and analyze essential components of insurance policies
5. Capacity to understand client needs and possess knowledge of associated risk profiles
6. Proficiency in reviewing information, making decisions, and managing time effectively
7. Ability to identify new trends and developments in the insurance industry and integrate them into your strategy
8. Skill in developing, fostering, and maintaining strong working relationships with agencies
9. Demonstrated leadership and teamwork abilities
10. Must possess and maintain up-to-date knowledge of the insurance industry
11. Excellent written and verbal communication skills
12. Willingness to work extended hours when necessary
13. Flexibility to travel based on the needs of clients, agents, and new business opportunities.
Overview of Available Benefits for Eligible Employees of

CRC Group:

All regular employees (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, although eligibility for specific benefits may vary by the division of CRC Group offering the position.

CRC Group provides medical, dental, vision, life insurance, disability, accidental death and dismemberment coverage, and tax-advantaged savings accounts, along with other optional benefits.

All regularly scheduled employees (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan, with eligibility for company matching contributions after one year of service and upon reaching age 21.

Employees also receive a minimum of 10 days of vacation (prorated based on hire date and full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.



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