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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following job description:
Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth. Partners with senior stakeholders to identify opportunities, develop solutions aligned with client objectives, and ensure delivery excellence. Acts as a trusted advisor to clients and mentors junior team members to enhance relationship management capabilities.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.
• Develop and execute account strategies to achieve revenue growth and product penetration targets.
• Maintain and strengthen relationships with key executives and decision-makers within client organizations.
• Analyze client needs to recommend customized products, services, or solutions ensuring alignment with business objectives.
• Negotiate terms and agreements with clients to secure long-term partnerships.
• Collaborate with internal teams, including operations and underwriting, to ensure seamless service delivery for complex accounts.
• Provide client feedback to inform product development and operational improvements.
• Monitor market trends, competitor activities, and regulatory changes to identify emerging opportunities and risks.
• Mentor and support junior relationship managers in client engagement best practices.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree in business, finance, or a related field is required.
• 7+ years of experience in business development or relationship management roles within the insurance or financial services industry.
• Proven track record of achieving growth targets and maintaining strong client relationships.
• Experience negotiating complex agreements and managing key accounts.
CERTIFICATIONS / LICENSES / REGISTRATIONS
• Relevant state insurance license as required by role responsibilities.
• Professional certifications such as CPCU or ARM are preferred but not mandatory.
FUNCTIONAL SKILLS
• Strategic account planning and execution.
• Advanced negotiation and influencing skills.
• Financial analysis and business acumen.
• Excellent verbal and written communication skills.
• Relationship building and stakeholder management.
• Problem-solving and conflict resolution.
• Leadership and mentoring capabilities.
• Proficiency in CRM systems and Microsoft Office applications.
The annual base salary for this position is $100,000 - $130,000.
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
- Bachelor's degree in business, finance, or a related field
- 7+ years of experience in business development or relationship management within insurance or financial services
- Proven track record of achieving growth targets and maintaining strong client relationships
- Experience negotiating complex agreements and managing key accounts
- Relevant state insurance license as required by role responsibilities
- Professional certifications such as CPCU or ARM
- Strategic account planning and execution
- Advanced negotiation and influencing skills
- Financial analysis and business acumen
- Excellent verbal and written communication skills
- Relationship building and stakeholder management
- Leadership and mentoring capabilities
- Proficiency in CRM systems and Microsoft Office applications
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.
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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.
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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.
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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
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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