Business Lead and Relationship Manager

CRC Group • Washington, DC

16d • $100,000 - $130,000 • Onsite

About The Position

Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth. Partners with senior stakeholders to identify opportunities, develop solutions aligned with client objectives, and ensure delivery excellence. Acts as a trusted advisor to clients and mentors junior team members to enhance relationship management capabilities.

Requirements

• Bachelor’s degree in business, finance, or a related field is required.
• 7+ years of experience in business development or relationship management roles within the insurance or financial services industry.
• Proven track record of achieving growth targets and maintaining strong client relationships.
• Experience negotiating complex agreements and managing key accounts.
• Relevant state insurance license as required by role responsibilities.
• Proficiency in CRM systems and Microsoft Office applications.

Nice To Haves

• Professional certifications such as CPCU or ARM are preferred but not mandatory.
• Strategic account planning and execution.
• Advanced negotiation and influencing skills.
• Financial analysis and business acumen.
• Excellent verbal and written communication skills.
• Relationship building and stakeholder management.
• Problem-solving and conflict resolution.
• Leadership and mentoring capabilities.

Responsibilities

• Develop and execute account strategies to achieve revenue growth and product penetration targets.
• Maintain and strengthen relationships with key executives and decision-makers within client organizations.
• Analyze client needs to recommend customized products, services, or solutions ensuring alignment with business objectives.
• Negotiate terms and agreements with clients to secure long-term partnerships.
• Collaborate with internal teams, including operations and underwriting, to ensure seamless service delivery for complex accounts.
• Provide client feedback to inform product development and operational improvements.
• Monitor market trends, competitor activities, and regulatory changes to identify emerging opportunities and risks.
• Mentor and support junior relationship managers in client engagement best practices.

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave
• restricted stock units
• deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level