Account Executive

CRC Insurance Services, Inc. • Irvine, CA • 6h ago

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@crcgroup.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Promote new business and/or renewal business to achieve production/market criteria as defined by 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.

Acquire confirmations from retailers when accounts are bound.

Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.

Prepare company profiles and research analysis for client visits.

Provide directions and supervision to team as requested by Broker.

Manage incoming calls from producers and companies.

Maintain good working relationship with current agents and other co-workers.

Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.

Perform other duties, tasks, responsibilities and projects as assigned.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

The annual base salary for this position is $68,000.00 - $85,000.00.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group 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. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\KnowYourRights\screen\reader\10\20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\Participation\Poster\ES.pdf)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

Growth: Advance your career with our learning and leadership development programs.

Innovation: Work in a forward-thinking environment that values new ideas.

Community: Be part of a supportive team that celebrates success together.

Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We're Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

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