Job Description

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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:

The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth.

KEY 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.

Retail Partner Strategy & Growth Planning

• Develop detailed growth plans for assigned retail partners
• Translate retail broker operating models into actionable CRC strategies
• Identify priority segments, coverage lines, and execution opportunities
• Continuously refine plans based on market feedback and results

Relationship & Stakeholder Leadership

• Serve as a senior, credible interface with retail broker leadership
• Build trust-based relationships focused on long-term partnership, not transactional placement

Cross-Functional Execution

• Coordinate across CRC producers, placement teams, operations, and leadership
• Drive execution without direct authority, aligning diverse stakeholders around shared goals
• Ensure follow-through against agreed strategies and timelines

Market & Competitive Insight

• Bring current, first-hand insight from carrier distribution or competitor environments
• Track competitor positioning and retail broker behavior in target segments
• Provide feedback to leadership on where CRC should invest or adjust approach

Executive Communication

• Present clear execution plans and progress updates to CRC leadership
• Confidently articulate strategy, risks, and outcomes with executive presence

EDUCATION AND EXPERIENCE

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.

• 8-10+ years of experience in roles at both carriers and retail brokerage firms is required.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• n/a

FUNCTIONAL SKILLS

Required

• Significant experience working with large national retail brokers
• Strong background in carrier distribution, broker engagement, or strategic accounts
• Proven ability to build and execute structured growth plans
• Highly self-directed, organized, and proactive

Preferred

• Current or recent role at a carrier or specialty distributor
• Experience focused on the specific broker segments CRC is targeting
• Prior exposure to wholesale brokerage or specialty markets

The annual base salary for this position is $137,000.00 - $157,000.00.

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 LawPay Transparency Nondiscrimination ProvisionE-Verify