
Senior Client Relationship Consultant
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: California • North Carolina • United 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