Account Executive

CRC Insurance Services

Underwriting Account Executive managing assigned accounts for CRC Group. Leading account lifecycle from submission to renewal with a focus on accuracy and compliance.

Posted 6/17/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $75,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

account managementinsurance productscoverage structuresmarket analysisnegotiationdocumentation accuracycompliancebusiness developmentrenewal strategiespricing

Soft Skills

communicationdecision makingrelationship buildingorganizational skillsindependencetime managementproblem solvingattention to detailcollaborationadaptability

Certifications & Qualifications

active state insurance license

Industry Keywords

wholesale insurancebrokerageunderwritingrenewal businesscoverage termscarriersagentsendorsementscancellationsmarket conditions

About the role

Key responsibilities & impact

Manage accounts from submission through binding, including coordinating all required documentation and communications
Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business
Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions
Select appropriate carriers and manage the marketing process for assigned accounts
Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines
Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate
Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities
Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships
Conduct research and prepare account or market analysis to support client and business development efforts
Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Progressive experience in wholesale insurance, brokerage, or underwriting support roles (typically 3+ years)
Demonstrated experience managing accounts, marketing business, and supporting placement activities
Strong understanding of insurance products, coverage structures, and market dynamics
Ability to independently manage multiple priorities and make informed decisions with limited supervision
Active state insurance license required in applicable lines of business

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
company holidays
vacation and sick days
new parent leave
restricted stock units and/or a deferred compensation plan