Account Executive

CRC Insurance Services

Account Executive providing support to brokers and underwriters in insurance. Promoting new and renewal business to achieve production criteria with minimal supervision.

Posted 5/7/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts
Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business
Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision
Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions
Select carriers to approach with accounts
Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner
Prepare recommendations for agents showing fact information regarding best coverage information
Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines
Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines
Acquire confirmations from retailers when accounts are bound
Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines
Prepare company profiles and research analysis for client visits
Provide directions and supervision to team as requested by Broker
Manage incoming calls from producers and companies
Maintain good working relationship with current agents and other co-workers
Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education
Perform other duties, tasks, responsibilities and projects as assigned

Requirements

What you’ll need

College degree or equivalent experience
Three years of wholesale insurance experience or its equivalent
Experience with specific account handling and marketing
Current state specific insurance license
Substantial knowledge of insurance and insurance processes
Ability to review information, make decisions, and manage time effectively with minimal to no supervision
Ability to plan, organize and manage multiple priorities
Excellent verbal, written and presentation skills
Ability to deal with confidential matters appropriately
Possess strong interpersonal skills
Ability to work extended hours as needed
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

wholesale insurance experienceaccount handlingmarketinginsurance processespolicy coverage accuracyquotation preparationnegotiationcancellation processingendorsement processingresearch analysis

Soft Skills

time managementorganizational skillsverbal communicationwritten communicationpresentation skillsinterpersonal skillsdecision makingconfidentialitysupervisionability to work independently

Certifications

state specific insurance licensecollege degree