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Paralegal/Exchange Director

Role overview

Qualifications

  • 5+ years' experience in client relationship management or sales
  • Understanding of real estate transactions/closing preferred, but not required
  • Exceptional facilitation, written and verbal communication, and interpersonal skills
  • High level of accountability

Responsibilities

  • Build and maintain relationships with existing banking teams and third-party relationships
  • Develop a wide network of banking relationships within the Truist umbrella
  • Drive sales, increase revenue, and expand markets to accomplish financial objectives
  • Collaborate with management and internal teams on Business Development initiatives

Key facts

Other skills

  • Sales
  • Problem Solving
  • Negotiation
  • Communication
  • Detail Oriented
  • Customer Service
  • Teamwork
  • Energetic

About the company

CRC Insurance Services logo

CRC Insurance Services

Insurance Brokerage & Agencies

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

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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:

Job Description - FLSA Classification- Exempt
Leading 1031 exchange firm is seeking an experienced client relationship manager with existing
personal skills to join our team. The ideal candidate must have experience in a similar role.
Must be motivated, hardworking, high energy and a self-starter.

Responsibilities Include: 

  • Build and maintain relationships with existing banking teams, as well as third party relationships with real estate attorneys, accountants and realtors 
  • Develop a wide network of banking relationships within the Truist umbrella 
  • Drive sales, increase revenue, expand markets to accomplish financial objectives 
  • Track and report appointments  
  • Collaborate with management and internal teams on Business Development initiatives. 

Requirements:

  • 5+ years' experience in client relationship management or sales;
  • Understanding of real estate transactions/ closing preferred, but not required
  • Exceptional facilitation, written and verbal communication, and interpersonal skills
  • High level of accountability
  • Strong attention to detail
  • Customer service oriented and communicate proficiently.
  • Creative problem-solving skills
  • Travel when necessary • High energy, a positive attitude a must
  • Team Player and strong negotiation skills
  • Legal, accounting, or transactional real estate experience preferred.


About Kensington Vanguard National Land

Kensington Vanguard National Land Services is one of the largest independent full-service national title insurance agencies in the country providing: • Commercial & Residential Title Insurance• Real Property & Cooperative Lien Searches• Settlement Services• Escrow Services• Recording Services• 1031 Exchange Services Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time


Benefits: 

  • Health insurance 
  • Dental insurance 
  • Vision insurance 
  • Employer Paid Life insurance 
  • Employer Paid LTD 
  • Paid Time Off 
  • 401(k) 
  • 401(k) Employer Match 

The annual base salary for this position is $75k - $80k.

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.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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