Senior Client Relationship Consultant

CRC Group

7d • $184,000 - $242,000

About The Position

The Senior Client Relationship Consultant will support growth initiatives with large retail brokerage partners. This role focuses on executing defined growth strategies, managing complex relationships, and serving as a knowledgeable resource on retail broker behavior and priorities. The role is well-suited for a senior individual contributor with strong broker and carrier-facing experience who thrives in a proactive, fast-moving environment. This role will help shape how CRC partners with retail brokers to drive profitable growth.

Requirements

• 4–6+ years of experience in insurance distribution, brokerage, or carrier roles is required
• Meaningful exposure to large retail brokerage partners
• Strong organizational and project execution skills
• Demonstrated ability to work independently and proactively

Nice To Haves

• Current role at a carrier in distribution, broker management, or strategic accounts
• Experience aligned to the retail segments CRC is targeting
• Familiarity with wholesale brokerage or specialty insurance markets

Responsibilities

• Retail Relationship Execution Support execution of growth plans for assigned retail broker relationships
• Maintain strong, day-to-day relationships with key retail contacts
• Identify opportunities to expand CRC’s presence within assigned segments
• Planning & Organization Help document and maintain detailed growth plans and execution trackers
• Organize priorities, actions, and follow-ups across multiple stakeholders
• Ensure alignment between strategy and day-to-day execution
• Insight & Problem Solving Provide insight into retail broker decision-making and buying behavior
• Solve complex relationship or execution challenges as they arise
• Escalate risks and opportunities with clear recommendations
• Internal Coordination Work closely with CRC producers, placement teams, and leadership
• Support cross-functional execution without formal authority

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 11-50 employees