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Manage wholesale insurance accounts throughout the lifecycle, from submission and marketing through binding, servicing, and renewal. Coordinate brokers, underwriters, carriers, and internal teams; negotiate coverage terms; prepare quotes and recommendations; process policy transactions; issue documentation; support retention and growth; guide support staff; and conduct market research. The role requires strong insurance expertise, analytical ability, communication skills, organization, and independent decision-making.

Leads CRC Group’s enterprise compliance strategy, regulatory programs, compliance operations, risk assessments, monitoring, audits, remediation, policies, training, and agency relationships across insurance business units and jurisdictions. Advises executives and the Board, partners with the General Counsel, develops compliance talent and succession plans, and represents the organization with regulators and industry bodies.

The Data Product Manager serves as the liaison between underwriting stakeholders and data warehouse, reporting, and engineering teams. They gather and document requirements, prioritize backlogs, support agile delivery, validate data and reporting outputs, identify downstream impacts, and drive adoption. The role requires strong analytical, communication, prioritization, and stakeholder-management skills, along with familiarity with BI tools, data warehouse concepts, and insurance underwriting terminology.

Serves as the primary finance contact for a business segment, preparing financial reports, forecasts, reconciliations, variance analyses, and management packages. Supports accounting close activities, validates transactions, monitors KPIs, investigates financial trends, and partners with program leaders on performance, risks, and decisions. The role also contributes to system testing, process improvements, automation, documentation, and ad hoc financial analysis.

Translate business needs into functional and technical requirements for internal web applications. Facilitate requirements sessions, analyze business processes and existing systems, create workflow and interface diagrams, define acceptance criteria, support user acceptance testing, coordinate project planning, communicate initiative status, ensure SDLC and change-management compliance, and mentor junior business/system analysts.

Leads the full lifecycle management and servicing of assigned wholesale insurance accounts, from submission and quoting through binding, renewals, cancellations, endorsements, and documentation. Coordinates internal and external stakeholders, supports brokers and underwriters, promotes new and renewal business, negotiates coverage terms, evaluates risks and market conditions, and prepares coverage recommendations for agents.

Processes and reconciles surplus lines tax filings and payments across multiple states. Monitors deadlines, validates policy data, researches state requirements, resolves discrepancies, maintains tax records, supports audits, and helps improve filing processes. Requires strong Excel, organizational, research, communication, and accuracy skills.

Manage assigned wholesale insurance accounts through submission, quoting, binding, and servicing. Coordinate internal stakeholders, support brokers/underwriters, negotiate coverage terms, prepare recommendations, promote new and renewal business, and handle post-bind documentation, endorsements, cancellations, and renewals.

The IT Strategy & Product Management Sr. Analyst prepares executive materials, supports AI adoption, conducts vendor analysis, and manages metrics and scorecards related to business operations and strategy.

Investigate, evaluate, negotiate, and resolve personal lines property claims. Conduct coverage analysis, develop investigative plans, document findings, communicate with customers, identify fraud and subrogation opportunities, and coordinate with SIU/Subrogation and supervisors to settle claims within authority.