Account Executive

Posted 3 Days Ago
Be an Early Applicant
Carmel, IN, USA
In-Office
Mid level
Insurance
The Role
Manage assigned wholesale insurance accounts through submission, quoting, binding, and servicing. Coordinate internal stakeholders, support brokers/underwriters, negotiate coverage terms, prepare recommendations, promote new and renewal business, and handle post-bind documentation, endorsements, cancellations, and renewals.
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:

The Account Executive leads the execution and servicing of assigned accounts, coordinating with internal and external stakeholders. Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Brokers or Underwriters to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

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.   

  • Manage accounts through the full lifecycle, including submission, quoting, binding, and ongoing servicing 

  • Coordinate internal resources and stakeholders to ensure timely and effective placement and execution 

  • Support production goals by promoting new and renewal business and identifying opportunities for growth and expanded coverage 

  • Negotiate coverage terms with underwriters, including pricing, deductibles, enhancements, and exclusions 

  • Prepare coverage recommendations and solutions for agents based on risk analysis and market conditions 

  • Execute post-bind servicing activities, including documentation processing, policy validation, and management of renewals, cancellations, and endorsements 

 

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 equivalent experience preferred 

  • Experience within wholesale insurance, including account handling and marketing responsibilities 

  • Experience expectations increase across the career path, with greater accountability for account ownership and complexity 

 

CERTIFICATIONS, LICENSES, REGISTRATIONS 

  • Current state-specific insurance license required. Additional professional designations may be preferred based on role scope and experience. 

 

FUNCTIONAL SKILLS 

  • Strong knowledge of insurance products, processes, and market dynamics 

  • Ability to evaluate information, make decisions, and manage multiple priorities independently 

  • Negotiation and relationship management skills with underwriters and agents 

  • Strong written and verbal communication and presentation skills 

  • Attention to detail and accuracy in documentation and policy execution 

  • Proficiency in business systems and Microsoft Office tools 

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

  • Current state-specific insurance license
  • Experience within wholesale insurance including account handling and marketing responsibilities
  • Proficiency in Microsoft Office and business systems
  • Strong knowledge of insurance products, processes, and market dynamics
  • Negotiation and relationship management skills with underwriters and agents
  • Strong written and verbal communication and presentation skills
  • Attention to detail and accuracy in documentation and policy execution
  • Bachelor's degree or equivalent experience

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: Birmingham, Alabama
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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