Account Executive

CRC Group • Jenkintown, PA

1d

About The Position

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.

Requirements

• 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

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees