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CRC Group · 1 day ago

Account Executive

Greater Indianapolis

Full-time

Hybrid

Mid Level

3+ years exp

CRC Group is a company seeking an Account Executive to promote new and renewal business while managing relationships with agents and underwriters. The role involves negotiating terms, processing new and renewal business, and maintaining knowledge of the insurance industry.

Financial ServicesReal Estate

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 team as requested by Broker

Manage incoming calls from producers and companies

Maintain 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

Wholesale insurance experienceInsurance licenseInsurance processes knowledgeAccount handling experienceMicrosoft Office proficiencyVerbal communication skillsWritten communication skillsPresentation skillsInterpersonal skillsTime managementOrganizational skills