Exchange Director

Sorry, this job was removed at 04:19 p.m. (CST) on Friday, Oct 24, 2025
Be an Early Applicant
Woodbury, NY
In-Office
70K-100K Annually
Insurance
The Role

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Responsibilities Include:

  • Build and maintain relationships with existing banking teams, as well as third party relationships with real estate attorneys, accountants and realtors
  • Develop a wide network of banking relationships within the Truist umbrella
  • Drive sales, increase revenue, expand markets to accomplish financial objectives
  • Track and report appointments
  • Collaborate with management and internal teams on Business Development initiatives.

Requirements:

  • 5+ years' experience in client relationship management or sales;  
  • Understanding of real estate transactions/ closing preferred, but not required
  • Exceptional facilitation, written and verbal communication, and interpersonal skills
  • High level of accountability
  • Strong attention to detail
  • Customer service oriented and communicate proficiently.
  • Creative problem-solving skills
  • Travel when necessary
  • High energy, a positive attitude a must
  • Team Player and strong negotiation skills
  • Legal, accounting, or transactional real estate experience preferred.

The annual base salary for this position is $70,000.00 - $100,000.00

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.

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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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