Account Executive

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
80K-100K Annually
Junior
Insurance
The Role
Identifies and places insurance coverage for new and renewal business. Quotes, negotiates, binds, and confirms policies; analyzes risk information; matches coverage solutions; manages agent and carrier communications; ensures accurate submissions and policy compliance; and supports brokerage production goals in a high-volume environment.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

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.   

  • Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines 

  • Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks 

  • Negotiate coverage terms with carriers within defined underwriting and pricing parameters 

  • Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment 

  • Ensure accuracy of submissions and policy information, including risk details and coverage structure 

  • Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards 

  • Support production goals by driving transactional deal flow and contributing to overall team performance 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  • Bachelor’s degree or relevant insurance designation preferred 

  • 1-3 years of experience within insurance, including quoting, placement, or account management responsibilities 

  • Experience expectations increase across the career path, with progression toward more complex deal execution and broader market responsibility 

CERTIFICATIONS, LICENSES, REGISTRATIONS 

  • Appropriate state-specific insurance license preferred. Additional certifications may be pursued to support technical development and career progression. 

FUNCTIONAL SKILLS 

  • Strong understanding of insurance products, underwriting concepts, and market placement practices 

  • Ability to analyze risk information and match coverage solutions within defined guidelines 

  • Effective communication and relationship management skills with agents and carriers 

  • Ability to manage high-volume workflows with speed and accuracy 

  • Strong organizational and time management skills with ability to prioritize competing demands 

  • Proficiency in systems and tools used to support quoting, placement, and servicing activities

The annual base salary for this position is $80k - $100k.

General Description of Available Benefits for Eligible Employees of CRC Group: 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.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Skills Required

  • 1-3 years of experience within insurance, including quoting, placement, or account management responsibilities
  • Bachelor's degree or relevant insurance designation
  • Appropriate state-specific insurance license
  • Strong understanding of insurance products, underwriting concepts, and market placement practices
  • Ability to analyze risk information and match coverage solutions within defined guidelines
  • Effective communication and relationship management skills with agents and carriers
  • Ability to manage high-volume workflows with speed and accuracy
  • Strong organizational and time management skills
  • Proficiency in systems and tools used to support quoting, placement, and servicing activities

CRC Insurance Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.

  • Leave & Time Off Breadth Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
  • Retirement Support Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
  • Strong & Reliable Incentives Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.

CRC Insurance Services Insights

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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