Account Manager

CRC Group•Dallas, TX

About The Position

CRC Group is an independent specialty insurance brokerage and underwriting distributor with a people-first culture focused on long-term relationships, ethical decision-making, and continuous improvement. The Account Manager supports brokers, underwriters, or team leaders with policies and key accounts. In partnership with a broker, the role solicits, promotes, sells, quotes, and maintains renewals from existing agents, while also supporting new business.

Requirements

College degree or equivalent experience.
Three years of wholesale insurance experience or 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 handle confidential matters appropriately.
Strong interpersonal skills.
Ability to work extended hours as needed.
Proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel, occasionally overnight.
English language fluency is required.

Responsibilities

Promote new and renewal business to achieve production and market criteria established by the broker, with little or no supervision.
Negotiate terms with underwriters, including price, deductibles, enhancements, and exclusions.
Select carriers to approach with accounts.
Assist with or provide quotations for new business, renewals, and endorsements, managing company correspondence in a timely manner.
Prepare recommendations for agents with factual information about appropriate coverage.
Process new business, including transferring applications to CRC applications, issuing binders and invoices, and checking policy coverage for accuracy according to CRC guidelines.
Process renewal business, which may include locating files, preparing and mailing solicitor letters or preliminary submission information, issuing binders and invoices, and checking policy coverage for accuracy according to CRC guidelines.
Obtain confirmation from retailers when accounts are bound.
Process cancellation and endorsement requests, including issuing binders and invoices and checking policy coverage for accuracy according to CRC guidelines.
Prepare company profiles and research analysis for client visits.
Provide directions and supervision to the team as requested by the broker.
Manage incoming calls from producers and companies.
Maintain good working relationships with current agents and coworkers.
Maintain current knowledge of the insurance industry and sales ideas through workshops, seminars, literature reviews, or formal continuing education.
Perform other assigned duties, tasks, responsibilities, and projects.