Regional Sales Manager

Posted 5 Days Ago
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Lees Summit, MO, USA
In-Office
Junior
Insurance
The Role
Manages client renewals for an existing insurance book of business. Responsibilities include obtaining applications, processing submissions, endorsements, and renewals, reviewing documentation for completeness, coordinating with underwriters and external partners, maintaining accurate records, performing basic risk assessment, and ensuring compliance with underwriting and regulatory requirements.
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:

This is an Inside Sales position responsible for managing renewals, retaining clients, and maintaining relationships within an existing book of business. Obtaining renewal applications, working with underwriter teams, policy processing, documentation, and basic risk assessment. Works to ensure accurate and timely handling of client submissions, quotes, and renewals while adhering to established underwriting and compliance guidelines.

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.   

​​• Processing insurance submissions, endorsements, and renewals in accordance with company standards.  
• Gather and review documentation to ensure completeness and compliance with underwriting guidelines. 
• Maintain accurate and organized client files and database records. 
• Communicate with internal teams and external partners to obtain required information or resolve routine inquiries. 
• Ensure all regulatory requirements and compliance policies are followed in day-to-day activities.​ 

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 preferred. 
• 0–2 years of experience in insurance, risk management, or a related administrative role. 
• Familiarity with property and casualty insurance concepts is beneficial but not required.​ 

CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• P&C license is required, ProGroup can assist in obtaining

FUNCTIONAL SKILLS 

​​• Attention to detail to ensure accuracy in documentation and data entry. 
• Basic knowledge of insurance terminology and processes. 
• Strong organizational and time management skills to handle multiple tasks. 
• Effective written and verbal communication skills for professional interactions. 
• Ability to learn and adapt to insurance systems and administrative 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

  • English language fluency
  • Bachelor's degree
  • 0-2 years of experience in insurance, risk management, or a related administrative role
  • Property and casualty insurance familiarity
  • Property and casualty insurance license
  • Attention to detail for documentation and data entry
  • Basic knowledge of insurance terminology and processes
  • Strong organizational and time management skills
  • Effective written and verbal communication skills
  • Ability to learn and adapt to insurance systems and administrative tools

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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