Account Management Leader, Group Insurance

CRC Insurance Services

Manager for the Account Services Division at CRC Benefits focusing on team leadership and account retention with partner agencies. Requires knowledge of group insurance products and strong management skills.

Posted 7/24/2026full-timeRemote • Florida, North Carolina, Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing Account Executives to achieve retention goals while effectively communicating with all levels of personnel. Possesses in-depth knowledge of group insurance products and sales techniques, ensuring team success through training and problem resolution.

Highest-signal resume keywords

Leadership SkillsGroup Insurance KnowledgeActive Health and Life LicenseSales TechniquesMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Group Insurance ProductsSales TechniquesProblem AnalysisRetention Activity DocumentationPresentation Preparation

Soft Skills

Effective CommunicationOrganizational SkillsTime ManagementTeamwork Promotion

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook

Certifications & Qualifications

Active Health and Life License

Industry Keywords

Account ManagementAgency EducationCustomer RetentionEscalation Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree preferred
5-7 years of experience
In-depth knowledge of group insurance products
Active Health and Life License
Strong knowledge of Microsoft Office (Word, Excel, Outlook)
Extensive knowledge of sales techniques
Excellent organizational and time management skills
Effective communication with all levels of personnel
Ability to read, comprehend, and interpret complex documents
Leadership skills to promote teamwork

Benefits

Comp & perks

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
Company holidays
Vacation and sick days
New parent leave