CRC Group · 9 hours ago
Client Relationship Leader
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expCRC Group is seeking a Client Relationship Leader to 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.
Financial ServicesReal Estate
Responsibilities
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
Serve as a senior, credible interface with retail broker leadership
Build trust-based relationships focused on long-term partnership, not transactional placement
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
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
Present clear execution plans and progress updates to CRC leadership
Confidently articulate strategy, risks, and outcomes with executive presence
Qualification
Required
8-10+ years of experience in roles at both carriers and retail brokerage firms
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
Preferred
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
Company
CRC Group
CRC Group is one of the largest wholesale providers of property and casualty insurance. It is a sub-organization of Truist Insurance Holdings.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Dave Obenauer
Chief Executive Officer
Mike Brennan
CEO - Commercial Solutions
Recent News
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