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CRC Insurance Services ยท 3 days ago
Account Executive
Raleigh, NC
Full-time
Onsite
Senior Level
3+ years exp
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Insider Connection @CRC Insurance Services
Responsibilities
Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.
Negotiate terms with the underwriters, including price, deductible, enhancement, and exclusions.
Select carriers to approach with accounts.
Assist and/or provide quotations for new business, renewals, and endorsements through managing all company correspondence in a timely manner.
Prepare recommendations for agents showing fact information regarding best coverage information.
Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
Acquire confirmations from retailers when accounts are bound.
Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
Prepare company profiles and research analysis for client visits.
Provide directions and supervision to the team as requested by Broker.
Manage incoming calls from producers and companies.
Maintain a good working relationship with current agents and other co-workers.
Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews, and/or formal continuing education.
Perform other duties, tasks, responsibilities, and projects as assigned.
Qualification
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Required
College degree or equivalent experience
Three years of wholesale insurance experience or its 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 deal with confidential matters appropriately
Possess strong interpersonal skills
Ability to work extended hours as needed
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Accidental Death and Dismemberment Insurance
Tax-preferred Savings Accounts
401(k) Savings Plan with Company Matching Contributions
Vacation Days
Sick Days
Paid Holidays
Company
CRC Insurance Services
CRC Group is one of the largest wholesale insurance distributors in the U.S.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
David Gilfillan
Chief Claims Officer
Recent News
Coverager - Insurance news and insights
2024-04-17
Coverager - Insurance news and insights
2022-11-13
Company data provided by crunchbase
