Business Lead & Relationship Manager

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4 Locations
Remote
Insurance
The Role

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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 Business Lead and Relationship Manager will oversee strategic initiatives driving operational excellence and leading cross-functional projects. This role involves collaborating closely with stakeholders to align business goals, optimize processes, and ensure successful project implementation. The individual in this role will provide subject matter expertise, liaise between offshore and onshore teams, and foster continuous improvement to meet organizational objectives. This role requires a deep understanding of insurance products, processes, and regulations.

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. 

  • Subject Matter Expertise (SME) and Strategic Leadership:
    • Develop and execute business strategies to drive growth and operational efficiency.
    • Collaborate with senior leadership to define goals, priorities, and key performance indicators (KPIs).
    • Provide expert insights on industry trends, underwriting processes, claims management, regulatory compliance, technology enhancement opportunities, emerging risks, and competitive market dynamics.
    • Offer strategic recommendations for operational enhancements and process improvements.
    • Provide training and support to onshore and offshore teams, ensuring they have the necessary skills and knowledge to perform their roles effectively.
  • Project Management and Implementation:
    • Lead the planning, execution, and delivery of cross-functional projects, ensuring timely and successful delivery.
    • Develop and manage project plans, monitor progress, and mitigate risks to proactively address challenges to ensure seamless delivery.
    • Collaborate with cross-functional teams, including finance, onshore production teams, onshore enablement teams, and IT.
  • Process Excellence:
    • Drive continuous improvement initiatives by identifying and resolving process inefficiencies and operational risks.
    • Develop and implement best practices, standard operating procedures (SOPs) and key performance indicators (KPIs) to maintain high service standards.
    • Track performance metrics and ensure adherence to service level agreements (SLAs).
  • Offshore Management:
    • Manage offshore teams to ensure consistent and high-quality service delivery.
    • Provide support and guidance to offshore managers, ensuring alignment with business objectives.
    • Establish effective communication channels to bridge operational gaps.
    • Ensure that offshore teams are aligned with onshore objectives and deliverables, providing guidance and support as needed.
  • Stakeholder Management:
    • Act as a key liaison between internal stakeholders and onshore/offshore teams.
    • Collaborate with onshore teams to understand customer needs and expectations, ensuring that offshore teams are equipped to meet these requirements.
    • Provide regular updates on project progress, performance metrics, strategic initiatives, risks, and risk resolutions.
    • Facilitate effective communication and collaboration between cross-functional teams.
    • Facilitate alignment across cross-functional teams to achieve business goals.

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 in Business Administration, Risk Management, Insurance, or a related field (required)
  • 5+ years of experience in business leadership, relationship management, insurance operations, and project management (required)
  • In-depth knowledge of insurance products, underwriting processes, claims management, and regulatory compliance (required)

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • None

FUNCTIONAL SKILLS

  • Proven ability to drive process improvements, manage large-scale projects, and lead cross-functional teams.
  • Excellent strategic thinking, decision-making, problem-solving, and communication skills.
  • Strong stakeholder management and negotiation abilities.
  • Experience in managing offshore teams and working in a global environment.
  • Proficiency in project management tools and methodologies.
  • Experience with insurance technology platforms and digital transformation projects.
  • Knowledge of regulatory frameworks and industry standards.
  • Experience with ImageRight and AIM.

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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

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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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