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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:
To effectively manage and direct business activities for direct access and non-direct access of business. The go-to person for day to day to questions, challenges.
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. Improve, identify and implement process for efficiency in placing and tracking business
2. Identified as a "go-to" person for clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers
3. Identify and communicate carrier specialties for greater efficiencies and process development
4. Continual educational development in all aspects of the business to support channel initiatives
5. Instrumental in recommending and suggesting process improvement for identifying issues and developing and recommending solutions for greater efficiency
6. Provide proactive customer service driven to achieve revenue plan
7. Process/complete case management requirements for both light and full service model
8. Work with Marketing to develop campaigns
9. Support service initiatives to Tellus channel
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. High School Graduate or equivalent GED
2. Experience with PCs in a Windows environment
3. Effective interpersonal and written communication skills
4. Ability to provide excellent customer service to both internal and external customers
5. Effective time management skills
6. Ability to prioritize and accomplish multiple tasks simultaneously
7. Capable of working independently as well as in a team environment
8. Ability to work in a self-directed fashion
9. Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers' niche, advanced sales, licensing and contracting and commissions
10. Three years of experience in sales, underwriting, case design and/or case management processing
11. Proven track record of excellent customer service
12. Solution-oriented, ability to go above and beyond
13. Results-oriented; ability to work creatively within guidelines
14. Excellent computer skills, proficient in Excel, Word, Outlook and Access
15. Excellent interpersonal skills and a collaborative management style
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 Pay Transparency Nondiscrimination Provision E-Verify
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.
