Account Manager

Inside Sales Position

This is an Inside Sales position responsible for managing renewals, retaining clients, and maintaining relationships within an existing book of business. Obtaining renewal applications, working with underwriter teams, policy processing, documentation, and basic risk assessment. Works to ensure accurate and timely handling of client submissions, quotes, and renewals while adhering to established underwriting and compliance guidelines.

Key Responsibilities:

• Processing insurance submissions, endorsements, and renewals in accordance with company standards. • Gather and review documentation to ensure completeness and compliance with underwriting guidelines. • Maintain accurate and organized client files and database records. • Communicate with internal teams and external partners to obtain required information or resolve routine inquiries. • Ensure all regulatory requirements and compliance policies are followed in day-to-day activities.

Education and Experience:

• Bachelor's degree preferred. • 0–2 years of experience in insurance, risk management, or a related administrative role. • Familiarity with property and casualty insurance concepts is beneficial but not required.

Certifications / Licenses / Registrations:

• P&C license is required, ProGroup can assist in obtaining.

Functional Skills:

• Attention to detail to ensure accuracy in documentation and data entry. • Basic knowledge of insurance terminology and processes. • Strong organizational and time management skills to handle multiple tasks. • Effective written and verbal communication skills for professional interactions. • Ability to learn and adapt to insurance systems and administrative tools.

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