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Account Executive

Role overview

Qualifications

  • Bachelor’s degree or equivalent combination of education and experience
  • Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years)
  • Strong understanding of insurance products, coverage structures, and market dynamics
  • Active state insurance license required in applicable lines of business

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
  • Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions

Key facts

Hard skills

Other skills

  • Negotiation
  • Analytical Skills
  • Communication
  • Microsoft Office
  • Problem Solving
  • Social Skills
  • Decision Making

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:

The Underwriting Account Executive leads the execution and servicing of assigned accounts, coordinating internal and external stakeholders to support successful placement, retention, and growth. This role manages the full account lifecycle—from submission through binding and renewal—while ensuring accuracy, timeliness, and alignment with client and carrier requirements.

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 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 

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 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 

CERTIFICATIONS, LICENSES, REGISTRATIONS 

  • Active state insurance license required in applicable lines of business 

FUNCTIONAL SKILLS 

  • Strong knowledge of insurance products, underwriting processes, and carrier guidelines 

  • Ability to negotiate terms and evaluate coverage options to support optimal placement outcomes 

  • Effective account management skills across the full lifecycle (submission, quoting, binding, renewal) 

  • Excellent written and verbal communication skills with the ability to interface across internal and external stakeholders 

  • Strong analytical and problem-solving skills with attention to detail and accuracy 

  • Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment 

  • Proficiency in Microsoft Office and systems used for policy and account management 

  • Strong interpersonal skills with the ability to build and maintain relationships with agents, carriers, and internal teams 

  • Ability to work independently and exercise sound judgment in decision-making 

  • Commitment to continuous learning and staying current on industry trends and market developments 

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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MR

Marcus Rivera

Chief Revenue Officer

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