Account Executive

location_onUnited Statesschedule11 hours ago
homeWork style:Remote
badgeEmployment:Contract
historyMinimum experience:3+ years
schoolEducation:Bachelor’s degree
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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

Followingis 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 tosolicit, quote, andmaintainnew and renewal business
  • Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions
  • Selectappropriate carriersand 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 andaccurate
  • Maintain ongoing communication with agents, carriers, and internal stakeholders to ensuretimelyexecution of account activities
  • Support retention and renewal strategies byidentifyingopportunities 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
  • Maintainaccuraterecords and manage all correspondencein accordance withcompany 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,skilland/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 licenserequiredin 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 supportoptimalplacement outcomes
  • Effective account management skills across the full lifecycle (submission, quoting, binding, renewal)
  • Excellent written and verbal communication skills with the ability tointerface acrossinternal 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
  • Proficiencyin Microsoft Office and systems used for policy and account management
  • Strong interpersonal skills with the ability to build andmaintainrelationships 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.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify

Skills mentioned


Data Analytics, Financial Services, Insurance
United States
crcgroup.com

At the forefront of the specialty insurance distribution industry, CRC Group is a powerhouse of innovation and expertise. Through a relentless focus on progress, the company is revolutionizing how retail agency partners navigate the complex world of risk. CRC Group's approach is built on a foundation of cutting-edge technology and data-driven insights, empowering their teams to deliver highly personalized service and efficient solutions. This commitment to technological advancement is evident in their proprietary REDY platform, a data and analytics tool that provides a competitive edge in the marketplace. By harnessing the power of data, CRC Group offers unparalleled market intelligence, enabling clients to make faster, more informed decisions. The company's innovative spirit extends to its operational structure, with a clear focus on creating a seamless, one-stop-shop experience for a broad spectrum of insurance needs, from property and casualty to employee benefits. CRC Group's forward-thinking strategy is not just about technology; it's about fostering a culture of excellence and continuous improvement. The company invests heavily in its people, attracting and nurturing the most talented insurance professionals in the world. This dedication to talent is matched by a strategic vision for growth, marked by a significant number of successful acquisitions that have expanded their capabilities and market reach. By integrating these new partners, CRC Group continually enhances its specialty and underwriting expertise, ensuring they remain at the pinnacle of the industry. This blend of technological innovation, deep industry knowledge, and a commitment to their people and partners is what truly sets CRC Group apart, allowing them to consistently deliver superior outcomes and drive the future of wholesale and specialty insurance distribution.

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