Teams at CRC Insurance Services

Manage wholesale insurance accounts throughout the lifecycle, from submission and marketing through binding, servicing, and renewal. Coordinate brokers, underwriters, carriers, and internal teams; negotiate coverage terms; prepare quotes and recommendations; process policy transactions; issue documentation; support retention and growth; guide support staff; and conduct market research. The role requires strong insurance expertise, analytical ability, communication skills, organization, and independent decision-making.

Lead business development and manage high-value client relationships in insurance/financial services. Develop account strategies, negotiate complex agreements, collaborate with internal teams, monitor market trends, and mentor junior relationship managers to drive revenue and ensure delivery excellence.