Account Executive Details

Account Executive

CRC Group - San Francisco, CA

Employment Type : Full-Time

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provides support to Brokers regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business.

Essential Duties and 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.?

Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision.?

Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions.?

Select carriers to approach with accounts.?

Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.?

Prepare recommendations for agents showing fact information regarding best coverage information.?

Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.?

Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.?

Acquire confirmations from retailers when accounts are bound.?

Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.?

Prepare company profiles and research analysis for client visits.?

Provide directions and supervision to team as requested by Broker.?

Manage incoming calls from producers and companies.?

Maintain good working relationship with current agents and other co-workers.?

Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.?

Perform other duties, tasks, responsibilities and projects as assigned.

Required Skills and Competencies:

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.?

College degree with a concentration in business or equivalent work experience?

Minimum three to five years wholesale insurance experience or its equivalent?

Experience with specific account handling and marketing?

Current state specific insurance license required

Substantial knowledge of insurance and insurance processes?

Ability to review information, make decisions, and manage time effectively with minimal to no supervision?

Ability to plan, organize and manage multiple priorities?

Excellent verbal, written and presentation skills?

Ability to deal with confidential matters appropriately?

Possess strong interpersonal skills?

Working knowledge of Microsoft Office software

Work Environment and Physical Demands?

Ability to work extended hours as needed.?

Some travel required.?

Normal office work environment, no unusual physical demands.

CRC is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify