CRC Insurance Services

Marketing

• Develop and implement comprehensive marketing strategies to enhance brand visibility and drive business growth.
• Manage marketing campaigns, including digital, social media, email, and traditional marketing channels.
• Oversee internal and external communications to ensure consistency with brand messaging and organizational objectives.
• Coordinate public relations efforts, including media relations, press releases, and crisis communication.
• Analyze marketing performance metrics and prepare regular reports to measure effectiveness and ROI.
• Partner with sales and business development teams to align marketing initiatives with revenue goals.
• Lead and mentor a team of marketing professionals, ensuring development of skills and delivery of results.
• Manage marketing budget allocation and optimize resource utilization for campaigns and projects.
• Collaborate with business partners, marketing partners, and other teammates in developing and delivering all aspects of appreciation events.

Marketing Manager

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, and organizing and maintaining documents, contacts, and opportunities in Salesforce CRM
• Leverage Salesforce to track tasks, manage data, and support overall sales organization

Sales Support Representative

Account Manager

• Manage a team of Account Executives to achieve retention goals
• Qualify and educate prospective agencies about services
• Document and report retention activity
• Communicate progress to Sales Team weekly
• Openly communicate with upper management
• Provide continuous training for Account Executives
• Assist team with agency/customer questions and concerns
• Manage multiple responsibilities simultaneously
• Prepare presentations for partner agencies as needed
• Analyze and resolve problems for agencies
• Determine when escalation is necessary

Account Management Leader, Group Insurance

Account Executive

• Drive sales growth and maintain strong client relationships with employee benefit brokers and consultants
• Understand client’s needs, assess risk profiles, and recommend tailored solutions
• Leverage the existing network of benefit advisors to retain consulting services
• Identify and pursue new business opportunities within the target market to achieve sales targets
• Conduct thorough market research to identify potential clients and key decision makers
• Develop and maintain a strong network of industry contacts
• Prepare and deliver persuasive sales presentations and proposals
• Collaborate with internal teams to develop customized solutions
• Stay updated on industry trends and market dynamics
• Build and maintain strong relationships with existing clients
• Conduct regular agent/broker meetings and provide proactive risk management recommendations
• Conduct detailed risk assessments and analyses
• Collaborate with cross-functional teams to develop comprehensive risk management solutions
• Contribute to the development and implementation of sales strategies and marketing campaigns
• Actively participate in team meetings

Senior Sales Consultant

General

• Be a liaison between banks and attorneys
• Monitor emails closely in Closing Desk
• Understanding of tax searches/tax contins
• Understanding of Title report Schedule B requirements/clearance notes
• Generate affidavits for closing
• Work closely with clearance department
• Schedule title closers – using the excel list provided
• Preparation of TITLE INVOICES
• Check file notes for any additional fees needed
• Generate policy jackets and inserts FOR CLOSINGS
• Send title packages to title closers

Closing Desk Coordinator

Broker

• Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines
• Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks
• Negotiate coverage terms with carriers within defined underwriting and pricing parameters
• Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment
• Ensure accuracy of submissions and policy information, including risk details and coverage structure
• Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards
• Support production goals by driving transactional deal flow and contributing to overall team performance

Inside Broker

General Counsel

• The National Commercial Underwriting Counsel position is responsible for handling large volumes of files, and time sensitive material associated with transaction matters
• Utilize underwriting standards and guidelines within delegated authority limits, to underwrite the issuance of title insurance and provide guidance in the performance of real estate settlement services
• Provide underwriting support, counsel, and authorization to company personnel, agents, and clients, related to the issuance of real estate title insurance commitments and policies
• Provide guidance to company personnel in the performance of real estate settlement services
• Issue underwriting standards and guidelines in accordance with established company processes

National Commercial Underwriting Counsel

Commercial Underwriter

• Primary point of contact for clients, attorneys and sales reps for commercial transactions.
• Review title insurance products such as commitments, pro-formas, policies and endorsements with support of in-house legal team or agency counsel if necessary.
• Work with Buyer/Seller and Lenders to clear and close National Transactions
• Assist coordinators in preparing invoices on National Deals
• Interact with business development team as needed
• Help with possible overflow of settlement statements
• Forward-facing transaction management with heavy interaction between all parties to a commercial transaction
• Work closely with local and/or agency counsel on complex underwriting matters/High Liability approvals
• Pipeline management and ensuring the critical dates and follow-ups are being met
• Coordination of delivery of executed documents for recording/post- closing
• Recognize title defects and work with clients and if necessary in-house counsel and/or agency counsel as to insurability, when necessary.
• Correspond with clients to obtain missing documentation and/or clarify information.

National Commercial Underwriter

• Enter, update, and maintain customer information in company systems
• Contact customers via phone or email
• Respond to customer inquiries and resolve routine questions or concerns
• Maintain accurate records of customer interactions
• Work on projects as assigned

Customer Service Representative

Customer Service Representative – Temporary

Vice President

• Managing and overseeing General Liability claims activities across assigned programs
• Supervising claims handling workflows
• Reviewing complex and high-severity claims
• Providing guidance on coverage, liability, and damages evaluation
• Ensuring consistent application of claims best practices
• Collaborating closely with underwriting, legal, and distribution teams
• Monitoring key metrics
• Conducting file audits
• Recommending process improvements
• Contributing to strategy development for emerging exposures and market trends
• Presenting claims to senior leadership team and peer groups
• Coordination of training, mentoring and development of employees

AVP – General Liability Claims Manager

Sales

• Provide administrative and clerical support to the sales team
• Spreadsheeting using Microsoft Excel
• Supporting quoting team with proposal creation
• Entering customer information into our systems
• Directing calls or responding to inquiries
• Scheduling appointments
• Working on projects as assigned

Sales Assistant – Temporary

• Provide administrative and clerical support to a sales team
• Assist with spreadsheeting using Microsoft Excel
• Support quoting team with proposal creation
• Enter customer information into systems
• Direct calls or respond to inquiries
• Schedule appointments
• Work on projects as assigned

Administrative Assistant

• provides administrative and clerical support to a sales team during the busiest time of the year
• Up to 6-month assignment – Full time hours
• Hours are typically 8-5 M-F
• Possible overtime required
• Spreadsheeting using Microsoft Excel
• Supporting quoting team with proposal creation
• Entering customer information into our systems
• Directing calls or responding to inquiries
• Scheduling appointments
• Working on projects as assigned

Marketing Manager

Sales Support Representative

Account Management Leader, Group Insurance

Senior Sales Consultant

Closing Desk Coordinator

Inside Broker

National Commercial Underwriting Counsel

National Commercial Underwriter

Customer Service Representative

Customer Service Representative – Temporary

AVP – General Liability Claims Manager

Sales Assistant – Temporary

Sales Assistant – Temporary

Customer Service Representative – Temporary

Sales Administrative Assistant – Temporary