CRC Insurance Services

Financial Planning and Analysis

• Assist in planning and analytics for underwriting
• Partner with Director of Finance to establish companywide programs as a member of the finance team
• Prepare company strategic plans and budgets
• Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency of key drivers
• Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget
• Assist with the mergers and acquisitions process, including identification, modeling, risk assessment, and negotiations
• Prepare financial reporting, analysis, and ad-hoc support utilizing data and analysis tools
• Maintain good working relationships with all teams

Senior Financial Analyst

Account Executive

• market and generate sales of insurance products through existing agents/brokers and developing relationships with new clients
• maintain an in-depth understanding of the Company’s products and processes
• maintain increasing knowledge of insurance industry markets, products, and legal environments
• conduct regular follow-up and prospective calls to agents/brokers
• process agent’s requests for quotations and proposals
• provide information on carrier administrative procedures and product availability
• pre-screening individuals and groups for medical conditions
• assist agents/brokers in presenting Company products to clients by attending meetings
• resolve escalated issues by solving problems and providing feedback
• participate in team meetings and keep abreast of current trends and regulatory issues

Broker Sales Executive – Individual Medical Benefits

• retention of co-broker accounts by providing services and support for partnered agencies customers
• Works closely with the partnered agency, their producers and customers to maintain an understanding of the evolving market
• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients
• Maintain a good understanding of the Company’s products and processes and how clients interact with these products and processes
• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients
• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products
• Conduct group meetings/webinars to further educate our Customer base on the services we provide
• Provide routine follow-up in on service issues and renewals
• Listen to the client ideas, resolving conflicts, solving problems, and providing timely feedback to the client
• Work renewal and market groups in order to obtain best products for them
• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction

Account Executive – Employee Benefits

Events

• Leading the strategic planning, development, and execution of the organization’s internal and external meetings, conferences, and corporate events
• Overseeing a team of meeting and event professionals and ensures all programs align with corporate objectives, brand standards, financial targets, and stakeholder expectations
• Driving enterprise-wide event strategy, operational excellence, and continuous improvement while delivering high-impact experiences that support growth, culture, client engagement, and brand visibility
• Developing and executing a comprehensive meetings and events strategy aligned with corporate marketing, communications, and business objectives
• Serving as a strategic advisor to executive leadership on event positioning, audience engagement, and experience design
• Establishing standards, processes, and governance models for event planning and execution across the organization
• Ensuring alignment between events, brand messaging, talent initiatives, sales enablement, and client engagement strategies

Meeting and Events Director

Digital Marketing

• Develop and execute comprehensive email marketing strategies aligned with corporate and business objectives
• Own the end-to-end lifecycle of email campaigns, including strategy, content coordination, list segmentation, build, QA, deployment, and reporting
• Create and manage automated nurture streams, drip campaigns, and triggered communications
• Maintain and evolve segmentation strategies to drive personalization and increase engagement
• Partner with business units to translate goals into targeted, measurable email initiatives
• Manage and optimize marketing automation platforms and CRM integrations (where applicable)
• Ensure database health, list hygiene, and compliance with applicable regulations
• Monitor performance metrics including open rates, click-through rates, conversions, and engagement trends
• Conduct A/B testing on subject lines, messaging, design, and send times to improve results
• Collaborate with content, brand, and communications teams to ensure consistent messaging across channels.
• Maintain compliance with data privacy and anti-spam regulations.

Digital Marketing Specialist

Accountant

• Independently perform or coordinate a variety of advanced accounting activities, including more complex accounting processes in accordance with generally accepted accounting principles (GAAP)
• Coordinate accounting, reporting processes and workflow of other team members
• Oversee the complete and accurate maintenance of assigned accounting records and the preparation and compilation of financial reports and information
• Assist with GAAP and regulatory reporting for assigned business unit or division and perform other related accounting tasks and analyses
• Provide leadership and mentoring for less experienced team members, including the review and approval of work of other team members
• Prepare or review journal entries and monitor assigned account activity to accurately record financial transactions in accordance with GAAP and internal accounting policies
• Compile and maintain necessary supporting documentation
• Complete or review and approve reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards
• Research and resolve items as necessary
• Maintain adequate supporting documentation
• Coordinate the design, implementation and documentation of accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement controls
• Recommend control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change
• Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards
• Coordinate development of new accounting processes and procedures as needed
• Prepare and interpret more complex reports and analyses related to various aspects of the company’s financial performance, internal control compliance, budget or forecast variances, etc.
• Prepare variance analysis reports and explanations for assigned general ledger reports
• Respond to inquiries and provide analysis of financial information
• Ensure complete data capture and accurate and timely submission of assigned management, regulatory and financial reports and analyses
• Maintain corporate and/or subsidiary accounting systems, which may range from simple spreadsheets to more complex databases
• Assist in the development and testing of economic models
• Maintain a working knowledge of applicable GAAP concepts
• Build expertise related to assigned area of responsibility
• Coordinate applicable responses for internal or external audits and examinations
• Collaborate with Accounting Policy, as applicable, related to responses to external and regulatory requests

Senior Accountant

Business Operations

• Evaluates new case and add-on risks, assuring timely and quality underwriting
• Evaluating enrollment materials and detailed medical records to determine underwriting actions
• Enroll new groups and members on carrier’s online systems
• Review final rates, benefit options, and underwriting requirements
• Contacting agents/brokers when a case has been reviewed to request additional information
• Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier
• Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn
• Assists in the processing of broker of record change letters and licensing for agents

New Business Processing Associate

Claims Specialist

• Process claims, which includes evaluating policy for coverage
• working with the insured, outside adjusters, agents and attorneys on the claim
• coordinating the payment of claims
• prepare reports such as loss runs and monthly bordereau
• Review policy to determine if loss is covered
• If questionable, then hire attorney for coverage counsel for coverage analysis
• Settle claims within settlement authority
• Work with adjusters, insureds, attorneys, agents and others to assure the claim is handled efficiently and professionally
• Oversight of vendors (attorneys/adjusters/experts) for accuracy in reporting
• Audit invoices for accuracy
• Process incoming and outgoing claims and vendor payments
• Perform claim status requests and updates

Claims Adjuster – Commercial Auto Liability, Property Damage

• market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients
• drive increased sales and Company growth by developing positive business relationships with agents/brokers
• maintain an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes
• maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients
• conduct regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services
• assure that ASD is accurately and efficiently processing agent’s requests for quotations and proposals
• assure that ASD is providing information on carrier administrative procedures and product availability
• provide direction in selection of appropriate group products
• assist agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings
• resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management
• actively participate in team meetings, providing input to contribute to the team’s overall success
• keep abreast of current trends and regulatory issues surrounding benefit plan design and administration
• occasional vehicular travel, occasional long, irregular hours and possible travel

Sales Executive

Operations

• Responsible for supporting the organization’s global cash and liquidity management, debt administration, investment activities, and risk management processes
• Ensure efficient and secure cash flow, accurate forecasting, compliance with corporate policies, and optimization of banking relationships
• Collaborate with internal finance teams, business units, and external partners to deliver strategic and operational treasury solutions
• Monitor and manage daily cash positions, ensuring adequate liquidity for operational and strategic needs
• Prepare and maintain short-term and long-term cash flow forecasts; analyze variances and recommend corrective actions
• Optimize cash concentration structures and intercompany funding arrangements
• Responsible for timely payment processing/reconciling of payments for all lines and types of insurance premiums
• Identify and assess financial risks, proposing strategies to minimize exposure
• Support treasury system administration, process improvements, and automation initiatives
• Assist in managing debt portfolio, including interest expense forecasts, covenant compliance, and reporting
• Support investment activities in accordance with company policy, focusing on safety, liquidity, and yield
• Ensure compliance with internal controls, SOX requirements, and treasury policies
• Support foreign exchange (FX) risk management processes, including hedge execution and reporting
• Monitor and report on key treasury performance metrics
• Prepare analytical reports for senior management on cash flow trends, interest rate impacts, and capital structure
• Lead and mentor analysts, fostering a culture of continuous improvement
• Contribute to special projects such as mergers/acquisitions integration, system upgrades, and treasury process redesign

Senior Treasury Operations Analyst

Marketing

• support every aspect of teammates' well-being – physical, emotional, financial, social, and professional
• grow through learning and leadership development programs
• work in a forward-thinking, innovative environment

Field Marketing Representative

Customer Support

• Manage the end-to-end RFP process, ensuring timely, accurate, and high-quality proposal submissions.
• Use quoting platforms and tools to pull rates and benefit information and format data into clear, professional proposals.
• Work directly with carrier partners to request and secure underwritten quotes.
• Create and maintain proposal documents that align with company branding and compliance standards.
• Collaborate with the sales team to understand client needs and tailor proposal content accordingly.
• Maintain strong attention to detail when compiling and presenting benefit data.
• Demonstrate advanced Microsoft Excel skills for rate analysis, comparisons, and data integrity.
• Prioritize and manage multiple proposals simultaneously, ensuring on-time delivery under tight deadlines.
• Exhibit excellent written communication and customer service when interacting with internal stakeholders and external partners.
• Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details, pulling Summary of Benefits and Coverage (SBC) documents, assembling benefit booklets and sales packets, organizing and maintaining documents, contacts, and opportunities in Salesforce CRM, leveraging Salesforce to track tasks, manage data, and support overall sales organization, responding to a queue of sales support requests efficiently and with a high level of accuracy, assisting in preparing presentations, client communications, and sales documentation.

Sales Support Representative

Manager

• Manage the supervision and coordination of the claims department and staff
• Organize and disseminate information that affects the claims department to ensure necessary changes for compliance purposes
• Control workflow process through Claims Coordinators reviewing allocation of staff to ensure productivity and quality standards meet or exceed expected goals
• Review, analyze, track and take appropriate action on losses in order to provide account loss ratios and claims history to senior management
• Train claims staff on new policies or procedures
• Oversee and audit claims process ensuring proper documentation was created in the system and/or files
• Review claims and approve payments under the appropriate binding authorities
• Develop and maintain excellent relationships with agents and adjustors
• Prepare weekly, quarterly and monthly claim's reports and forward to appropriate parties

Claims Manager – Global Claims Service

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes
• SLA metrics for Broker Retention and cross sell additional lines of coverage
• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers
• Creating and maintaining spreadsheets for large group sales proposals
• Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by:
• Conducting regular follow-up calls to agents/brokers as well as large group employers, both in office and on-site to maintain current accounts and market our services
• Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products
• Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates
• Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed
• Adhere to BenefitMall confidentiality standards of information
• Resolve conflicts, solve problems, and provide feedback to management

Sales Support Representative, Large Group

Accounting Manager

• Overseeing all aspects of metrics and analytics for the PAO organization
• Managing the relationship with offshore partners for all of Finance and Accounting
• Supporting PAO leaders on project management and governance of all PAO projects
• Develop reporting and analytics to help measure all critical activities within PAO
• Develop monthly reporting deck for leadership review
• Drive metrics culture across PAO
• Manage all aspects of relationship between offshore vendors and Finance and Accounting
• Work on cost optimization of offshore resources in support of F&A
• Assist with performance issues
• Liaison with offshore vendors in support of F&A resources and business needs
• Align with offshore partners across CRC Specialty and CRC Underwriting
• Develop program management capability within PAO to assist with PAO leaders on projects they manage
• Develop monthly reporting of planning, goals, issues, risks, etc. for all PAO projects
• Drive cost savings analysis on all PAO projects