Account Executive
CRC Insurance Services, Inc.
Indianapolis, IN
Pittsburgh, PA
Philadelphia, PA
Full time
R0000002817
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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 Underwriter Development Representative role is focused on building foundational knowledge and skills across account management, inside sales, brokerage, and underwriting. This role provides hands-on exposure to core insurance functions while supporting team and office activities. The position is intended for individuals at the beginning of their career who are developing the capabilities needed for future growth in a production, service, or brokerage environment.
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 .
Learn and support new and renewal business activities, including soliciting, marketing, quoting, binding, and confirming coverage for assigned accounts
Build foundational skills in account management by developing client relationships and learning how toidentifyopportunities for retention and expansion
Partner with carriers and internal stakeholders to learn the placement process and support resolution of account needs
Analyze client needs and risk exposures to help developappropriate coveragestrategies and insurance solutions
Collaborate with internal teams, including support staff and specialists, while learning processes that supporttimelyexecution, accuracy, and compliance with company standards
Developproficiencyinmaintainingaccurateaccount documentation and following established policies, procedures, and service expectations
Build knowledge of insurance products, carrier markets, account management, and client service practices to support long-term development in the role
Gain exposure to market conditions, emerging risks, and competitive trends to support learning and development in business and placement strategy
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required . Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree, relevant coursework, or equivalent combination of education and experience preferred
Internship, coursework, or prior experience in insurance, brokerage, sales support, client service, or a related field preferred
Interest in developing skills in account management, business development, and client relationship support
Ability to learn coverage concepts, market practices, and production workflows in a fast-paced, team-oriented environment
CERTIFICATIONS / LICENSES / REGISTRATIONS
- Appropriate state-specific insurance license required. Professional designations such as CPCU, CIC, or ARM may be preferred.
FUNCTIONAL SKILLS
Entry-level, foundational knowledge of insurance products, risk concepts, and market practices
Ability to develop effective working relationships with clients, carriers, and internal stakeholders
Strong analytical abilities to be able to support development of insurance solutions
Organizationaland time management skills to manage competing priorities and deadlines
Attention to detail and ability tomaintainaccuracy in documentation and workflow execution
Ability to learn quickly, apply feedback, and build effectiveness in an entry-level production environment
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 (
Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We’re Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
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