Account Executive
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Job Description
Underwriting Account Executive at CRC Group coordinating execution and servicing of assigned accounts. Managing the account lifecycle from submission through binding and renewal with internal and external stakeholders.
Responsibilities:
- Manage accounts from submission through binding, including coordinating all required documentation and communications.
- Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business.
- Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions.
- Select appropriate carriers and manage the marketing process for assigned accounts.
- Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions.
- Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines.
- Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate.
- Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities.
- Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships.
- Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery.
- Conduct research and prepare account or market analysis to support client and business development efforts.
- Maintain accurate records and manage all correspondence in accordance with company standards.
- Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training.
Requirements:
- Bachelor’s degree or equivalent combination of education and experience.
- Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years).
- Demonstrated experience managing accounts, marketing business, and supporting placement activities.
- Strong understanding of insurance products, coverage structures, and market dynamics.
- Ability to independently manage multiple priorities and make informed decisions with limited supervision.
- Active state insurance license required in applicable lines of business.
Benefits:
- 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.
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