Inside Broker
CRC GroupAbout the role
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following job description:
The Inside Broker executes sales activity in a structured, high-volume environment, primarily through phone-based interactions. This role identifies, solicits, and places appropriate insurance coverage by utilizing accessible markets while serving as an intermediary between agents and carriers. The core function of this role centers on efficient deal execution, transactional production, and supporting new and renewal business to meet or exceed brokerage team production goals.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.
Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines
Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks
Negotiate coverage terms with carriers within defined underwriting and pricing parameters
Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment
Ensure accuracy of submissions and policy information, including risk details and coverage structure
Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards
Support production goals by driving transactional deal flow and contributing to overall team performance
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree or relevant insurance designation preferred
Experience within wholesale insurance, including quoting, placement, or account management responsibilities
Experience expectations increase across the career path, with progression toward more complex deal execution and broader market responsibility
CERTIFICATIONS, LICENSES, REGISTRATIONS
Appropriate state-specific insurance license required. Additional certifications may be pursued to support technical development and career progression.
FUNCTIONAL SKILLS
Strong understanding of insurance products, underwriting concepts, and market placement practices
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