Client Relationship Leader

CRC Group

5d•$137,000 - $157,000

About The Position

The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth. KEY 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.

Requirements

8-10+ years of experience in roles at both carriers and retail brokerage firms is required.
Significant experience working with large national retail brokers
Strong background in carrier distribution, broker engagement, or strategic accounts
Proven ability to build and execute structured growth plans
Highly self-directed, organized, and proactive

Nice To Haves

Current or recent role at a carrier or specialty distributor
Experience focused on the specific broker segments CRC is targeting
Prior exposure to wholesale brokerage or specialty markets

Responsibilities

Retail Partner Strategy & Growth Planning Develop detailed growth plans for assigned retail partners
Translate retail broker operating models into actionable CRC strategies
Identify priority segments, coverage lines, and execution opportunities
Continuously refine plans based on market feedback and results
Relationship & Stakeholder Leadership Serve as a senior, credible interface with retail broker leadership
Build trust-based relationships focused on long-term partnership, not transactional placement
Cross-Functional Execution Coordinate across CRC producers, placement teams, operations, and leadership
Drive execution without direct authority, aligning diverse stakeholders around shared goals
Ensure follow-through against agreed strategies and timelines
Market & Competitive Insight Bring current, first-hand insight from carrier distribution or competitor environments
Track competitor positioning and retail broker behavior in target segments
Provide feedback to leadership on where CRC should invest or adjust approach
Executive Communication Present clear execution plans and progress updates to CRC leadership
Confidently articulate strategy, risks, and outcomes with executive presence

Benefits

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume