Remote: Account Executive (Sales)
CRC Group
You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. 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. Manage accounts from submission through binding, including coordinating all required documentation and communications
- Select appropriate carriers and manage the marketing process for assigned accounts
- Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
- 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
- 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
- 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)
- 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
- 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; 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.
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