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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.
1. Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
2. Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.
3. Select carriers to approach with accounts.
4. Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Prepare recommendations for agents showing fact information regarding best coverage information.
6. Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
7. 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.
8. Acquire confirmations from retailers when accounts are bound.
9. Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
10. Prepare company profiles and research analysis for client visits.
11. Provide directions and supervision to team as requested by Broker.
12. Manage incoming calls from producers and companies.
13. Maintain good working relationship with current agents and other co-workers.
14. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
15. 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.
1. College degree or equivalent experience
2. Three years of wholesale insurance experience or its equivalent
3. Experience with specific account handling and marketing
4. Current state specific insurance license
5. Substantial knowledge of insurance and insurance processes
6. Ability to review information, make decisions, and manage time effectively with minimal to no supervision
7. Ability to plan, organize and manage multiple priorities
8. Excellent verbal, written and presentation skills
9. Ability to deal with confidential matters appropriately
10. Possess strong interpersonal skills
11. Ability to work extended hours as needed
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
13. Ability to travel, occasionally overnight
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.
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CRC Group is all about progress.
CRC Group is a leading, fully independent pure-play brokerage and underwriting specialty insurance distributor. Our teams offer highly personalized service fueled by efficient distribution, local relationships, and data-driven insights across the risk spectrum. Our mission is to give our people and businesses the scope, resources, and support they need to be their best.
The power to achieve more.
United by our shared core values and client-first approach, our specialty wholesale and underwriting insurance businesses work across all markets, serving a wide range of clients.
With an independent spirit fueling our people, the most advanced industry technology at their fingertips, and an unwavering commitment to doing things right, CRC Group is your secret weapon, ensuring nothing gets in the way of your success.
Our core values add real value.
Our ambition is to be the best specialty insurance distributor you'll ever work with. Doing that means focusing relentlessly on you and your clients. We've boiled our approach down to three values. They define our culture, guide our actions, and get results for you.
Placing you first.
We're all about your success. Whether you're a retail broker, a carrier partner, or one of our talented team who makes our business tick.
Always seeking better.
No matter how good our products and services are, we look for ways we can make them even better. We identify, invest in, and deliver them.
Doing it right.
There's no substitute for discipline in insurance, so we never risk the outcome for the sake of doing a deal. Doing it right is the only way we'll do it.
CRC Group divisions include: CRC Specialty, CRC Benefits, CRC Underwriting.