Account Executive

CRC Group•New York, NY
•$64,000 - $80,000

About The Position

The Account Executive leads the execution and servicing of assigned accounts, coordinating with internal and external stakeholders. The role provides support to Brokers, Underwriters, or Team Leaders regarding policies and key accounts. In partnership with Brokers or Underwriters, the Account Executive solicits, promotes, sells, quotes, and maintains renewals from existing agents while supporting new business.

Requirements

  • Experience within wholesale insurance, including account handling and marketing responsibilities.
  • Current state-specific insurance license required.
  • Strong knowledge of insurance products, processes, and market dynamics.
  • Ability to evaluate information, make decisions, and manage multiple priorities independently.
  • Negotiation and relationship management skills with underwriters and agents.
  • Strong written and verbal communication and presentation skills.
  • Attention to detail and accuracy in documentation and policy execution.
  • Proficiency in business systems and Microsoft Office tools.
  • English language fluency required.

Nice To Haves

  • Bachelor’s degree or equivalent experience preferred.
  • Additional professional designations may be preferred based on role scope and experience.
  • Experience expectations increase across the career path, with greater accountability for account ownership and complexity.

Responsibilities

  • Manage accounts through the full lifecycle, including submission, quoting, binding, and ongoing servicing.
  • Coordinate internal resources and stakeholders to ensure timely and effective placement and execution.
  • Support production goals by promoting new and renewal business and identifying opportunities for growth and expanded coverage.
  • Negotiate coverage terms with underwriters, including pricing, deductibles, enhancements, and exclusions.
  • Prepare coverage recommendations and solutions for agents based on risk analysis and market conditions.
  • Execute post-bind servicing activities, including documentation processing, policy validation, and management of renewals, cancellations, and endorsements.

Benefits

  • Eligible full-time teammates have access to medical, dental, vision, life, disability, and AD&D insurance.
  • Tax-advantaged savings accounts.
  • 401(k) plan with company match.
  • Paid time off programs, including company holidays, vacation, and sick days.
  • New parent leave.
  • Eligible positions may qualify for restricted stock units and/or a deferred compensation plan.
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