Senior Client Relationship Consultant

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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:

The Senior Client Relationship Consultant will support growth initiatives with large retail brokerage partners. This role focuses on executing defined growth strategies, managing complex relationships, and serving as a knowledgeable resource on retail broker behavior and priorities.
The role is well-suited for a senior individual contributor with strong broker and carrier-facing experience who thrives in a proactive, fast-moving environment. This role will help shape how CRC partners with retail brokers to drive profitable growth.

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. 

Retail Relationship Execution

• Support execution of growth plans for assigned retail broker relationships
• Maintain strong, day-to-day relationships with key retail contacts
• Identify opportunities to expand CRC’s presence within assigned segments

Planning & Organization

• Help document and maintain detailed growth plans and execution trackers
• Organize priorities, actions, and follow-ups across multiple stakeholders
• Ensure alignment between strategy and day-to-day execution

Insight & Problem Solving

• Provide insight into retail broker decision-making and buying behavior
• Solve complex relationship or execution challenges as they arise
• Escalate risks and opportunities with clear recommendations

Internal Coordination

• Work closely with CRC producers, placement teams, and leadership
• Support cross-functional execution without formal authority

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.

• 4–6+ years of experience in insurance distribution, brokerage, or carrier roles is required

CERTIFICATIONS, LICENSES, REGISTRATIONS

• n/a

FUNCTIONAL SKILLS

Required

• 4–6+ years of experience in insurance distribution, brokerage, or carrier roles
• Meaningful exposure to large retail brokerage partners
• Strong organizational and project execution skills
• Demonstrated ability to work independently and proactively

Preferred

• Current role at a carrier in distribution, broker management, or strategic accounts
• Experience aligned to the retail segments CRC is targeting
• Familiarity with wholesale brokerage or specialty insurance markets

The annual base salary for this position is $184,000.00 - $242,000.00.

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.

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