Paralegal/Exchange Director

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in Illinois, USA
Remote
75K-80K Annually
Senior level
Insurance
The Role
Build and maintain relationships with banking teams and real estate professionals, expand banking networks, drive sales and revenue growth, develop markets, track appointments, and collaborate on business development initiatives. The role requires strong communication, negotiation, accountability, customer service, problem-solving, and relationship-management skills, with real estate, legal, accounting, or transactional experience preferred. Travel may be required.
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:

Job Description - FLSA Classification- Exempt
Leading 1031 exchange firm is seeking an experienced client relationship manager with existing
personal skills to join our team. The ideal candidate must have experience in a similar role.
Must be motivated, hardworking, high energy and a self-starter.

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.

About Kensington Vanguard National Land

Kensington Vanguard National Land Services is one of the largest independent full-service national title insurance agencies in the country providing: • Commercial & Residential Title Insurance• Real Property & Cooperative Lien Searches• Settlement Services• Escrow Services• Recording Services• 1031 Exchange Services Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time

Benefits: 

  • Health insurance 
  • Dental insurance 
  • Vision insurance 
  • Employer Paid Life insurance 
  • Employer Paid LTD 
  • Paid Time Off 
  • 401(k) 
  • 401(k) Employer Match 

The annual base salary for this position is $75k - $80k.

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

  • 5+ years of experience in client relationship management or sales
  • Understanding of real estate transactions or closing
  • Exceptional facilitation, written and verbal communication, and interpersonal skills
  • High level of accountability
  • Strong attention to detail
  • Customer-service orientation and proficient communication
  • Creative problem-solving skills
  • Travel when necessary
  • High energy and positive attitude
  • Team-player ability and strong negotiation skills
  • Legal, accounting, or transactional real estate experience
  • English fluency

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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