CRC Insurance Services

Senior Client Relationship Consultant

CRC Insurance Services

full-time

Posted on:

Location Type: Remote

Location: CaliforniaNorth CarolinaUnited States

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Salary

💰 $184,000 - $242,000 per year

Job Level

About the role

  • Support execution of growth plans for assigned retail broker relationships
  • Maintain strong, day-to-day relationships with key retail contacts
  • Identify opportunities to expand CRC’s presence within assigned segments
  • Help document and maintain detailed growth plans and execution trackers
  • Organize priorities, actions, and follow-ups across multiple stakeholders
  • Ensure alignment between strategy and day-to-day execution
  • Provide insight into retail broker decision-making and buying behavior
  • Solve complex relationship or execution challenges as they arise
  • Escalate risks and opportunities with clear recommendations
  • Work closely with CRC producers, placement teams, and leadership
  • Support cross-functional execution without formal authority

Requirements

  • 4–6+ years of experience in insurance distribution, brokerage, or carrier roles is required
  • Meaningful exposure to large retail brokerage partners
  • Strong organizational and project execution skills
  • Demonstrated ability to work independently and proactively
  • Current role at a carrier in distribution, broker management, or strategic accounts (preferred)
  • Experience aligned to the retail segments CRC is targeting (preferred)
  • Familiarity with wholesale brokerage or specialty insurance markets (preferred)
Benefits
  • Access to medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off programs including company holidays, vacation and sick days, new parent leave, and more
  • May qualify for restricted stock units and/or a deferred compensation plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
organizational skillsproject execution skillsrelationship managementindependent workproactive approachproblem-solvingcommunicationstakeholder management