Account Executive
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 Account Executive leads the execution and servicing of assigned accounts, coordinating with internal and external stakeholders. Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Brokers or Underwriters to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.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.
Manage accounts through the full lifecycle, including submission, quoting, binding, and ongoing servicing
Coordinate internal resources and stakeholders to ensure timely and effective placement and execution
Support production goals by promoting new and renewal business and identifying opportunities for growth and expanded coverage
Negotiate coverage terms with underwriters, including pricing, deductibles, enhancements, and exclusions
Prepare coverage recommendations and solutions for agents based on risk analysis and market conditions
Execute post-bind servicing activities, including documentation processing, policy validation, and management of renewals, cancellations, and endorsements
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 equivalent experience preferred
Experience within wholesale insurance, including account handling and marketing responsibilities
Experience expectations increase across the career path, with greater accountability for account ownership and complexity
CERTIFICATIONS, LICENSES, REGISTRATIONS
Current state-specific insurance license required. Additional professional designations may be preferred based on role scope and experience.
FUNCTIONAL SKILLS
Strong knowledge of insurance products, processes, and market dynamics
Ability to evaluate information, make decisions, and manage multiple priorities independently
Negotiation and relationship management skills with underwriters and agents
Strong written and verbal communication and presentation skills
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