CRC Insurance Services

Business Analyst

• Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications
• Evaluates enrollment materials and detailed medical records to determine underwriting actions
• Enroll new groups and members on carrier’s online systems
• Review final rates, benefit options, and underwriting requirements
• Contact agents/brokers to request additional information when a case has been reviewed
• Generate quotes based on actual enrollment to ensure accurate premiums are being sent to the carrier
• Notify agents/brokers of overdue premium payments and status of cases
• Adhere to Company confidentiality standards of information
• Assist in processing broker of record change letters and licensing for agents to assure new agents are correctly paid
• Answer necessary Broker questions
• Keep abreast of medical conditions/terminology and insurance products

Financial Planning and Analysis

• Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance
• Provide financial planning, reporting, and analytical guidance
• Prepare monthly management reports that deliver insights to guide decision-making
• Conduct regular variance analysis and keep functional leaders informed and accountable
• Develop and support financial forecast and the annual operating plan
• Build and maintain detailed financial models for corporate cost centers
• Support the monthly close process and ensure accurate expense recognition
• Deliver monthly forecast updates and maintain transparency on key drivers
• Monitor and drive forecast accuracy, proactively communicating spend trends
• Provide timely financial reporting and automate data pulls from Workday Adaptive Planning
• Support business cases and investment decisions through ROI and sensitivity analysis
• Standardize planning templates and help streamline financial processes

FP&A Analyst

Accountant

• Provides operational accounting support and contributes to accurate internal and external financial reporting
• Performs routine general ledger activities, prepares and reviews account reconciliations, supports the month-end close, and helps maintain strong internal controls and compliance with company policies and applicable accounting standards
• Prepare assigned bank reconciliations; research and resolve reconciling items, discrepancies, and variances in a timely manner
• Prepare monthly reconciliations for assigned balance sheet accounts; investigate variances, document support, and propose correcting entries as needed
• Prepare and/or post routine journal entries (e.g., accruals, amortization, reclasses) with appropriate supporting documentation and approvals
• Support the month-end close process, including preparing close schedules, meeting deadlines, and assisting with financial statement tie-outs
• Assist with preparation of property tax returns, sales/use tax filings, and other miscellaneous corporate compliance reporting; help gather supporting schedules and respond to inquiries
• Assist with review of vendor payable batches and employee expense reports for coding accuracy, completeness, policy compliance, and proper approvals
• Prepare and distribute recurring internal and external reports on a monthly and quarterly basis; ensure accuracy, consistency, and on-time delivery
• Support internal and external audit requests by preparing schedules, providing documentation, and responding to auditor questions
• Partner with cross-functional stakeholders (e.g., Operations, Purchasing, AP) to resolve accounting issues, obtain supporting documentation, and improve upstream processes
• Assist with special projects, process improvements, and ad hoc analyses, including recommendations to strengthen controls and increase efficiency
• Maintain accurate workpapers and documentation in accordance with record retention requirements and internal control standards

Staff Accountant

Full-stack Engineer

• Plan and direct software engineering services for a major line of business or multiple lines of business to meet strategic and operational goals.
• Set the vision; establish effective standards/ processes; set/monitor quality performance expectations/results.
• Interface with senior executives across the enterprise to develop a strategic plan for delivering IT solutions which address critical business requirements.
• Partner with line of business (LOB) leaders to secure the appropriate investment level in technology to achieve business goals and be advocate for the business partners within IT.
• Maintain a focus on improving delivery effectiveness, software quality, and risk mitigation.
• Integrate people, process and technology in order to increase client shareholder value.

Software Engineering Group Head

Account Manager

• Serve as the primary point of contact for an assigned portfolio of small group employer clients
• Managing day-to-day service needs at high volume via phone and email
• Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email
• Conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed
• Handle high-level client service issues with professionalism and urgency
• Maintain clear ownership of client issues — triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client
• Support the renewal process as needed, including coordinating with clients on plan options
• Proactively identify and pursue cross-sell opportunities
• Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform
• Maintain accurate, organized, and up-to-date client records in the CRM system
• Manage a high volume of accounts with strong organizational discipline
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes
• Actively participate in team meetings and huddles
• Assist with special projects, process improvements, and new service development as assigned

Account Manager – Employee Benefits

Compliance

• Design, implement, and maintain comprehensive compliance programs aligned with applicable laws, regulations, and CRC Group operational standards
• Establish and strengthen internal controls that foster a strong compliance environment
• Proactively identify, assess, and help mitigate compliance risks
• Conduct periodic risk assessments to identify gaps, emerging issues, and potential exposures
• Serve as a compliance advisor to designated CRC business unit(s)
• Collaborate with leadership and key stakeholders to resolve issues and guide implementation of necessary changes

Senior Compliance Manager

Business Development Rep

• Develop and maintain strong relationships with key clients, real estate attorneys, lenders, and developers.
• Develop and execute strategies to expand the business, increase revenue, and achieve strategic objectives.
• Identify potential new markets and products and develop strategies to capitalize on them.
• Lead cross-functional teams to develop and execute new initiatives.
• Analyze customer needs and develop solutions to meet those needs.
• Monitor and analyze industry trends and competitive landscape.
• Develop and implement marketing strategies to promote and differentiate the company’s products and services.
• Provide strategic guidance and direction to the executive team.
• Collaborate with management on Business Development.

VP, Business Development

Underwriter

• Maintain and ensure the profitability of program.
• Organize and assemble a strong team to assure that the long term goals and success of the program are met and exceeded.
• Implement strategic goals and objectives for Program.
• Provide effective leadership that ensures that the business objectives are met.
• Create an invaluable management structure and control system.
• Exercise appropriate budgetary control.
• Capabilities must include complete underwriting and marketing skills.
• Monitor accounts to ensure compliance with internal and external policies and procedures.
• Create a strong fundamental base for new and existing employees to ensure future success.
• Provide and promote vivid leadership qualities for employees to model.
• Maintain a clear and consistent form of management for Program stability.
• Supervise a multi-person team and must be able to effectively communicate the clients' needs.
• Promote continuing education for self and associated staff.
• Meet or exceed production goals as assigned by CRC.
• Manage new or enhanced business opportunities for the Program by: recruiting and cultivating new clients and maintaining existing clients.
• Servicing of existing relationships.
• Evaluating product and service marketability in order to meet customers' needs.
• Maintaining current knowledge base of industry trends, target markets and competition.
• Serve as main contact for underwriting and production.
• Develop targeted marketing materials, distribution and messages that align with overall marketing strategy.
• Provide market intelligence and expertise to maximize renewals.

Underwriting Manager – Casualty

Account Executive

• Be the overarching relation with employee benefits brokers/agencies while continuously growing broker headcount by effectively presenting our PEO value proposition.
• Establish new broker relationships in existing and new markets by effectively presenting our National PEO solutions.
• Prospect, contact, develop relationships and market to new agents/brokers.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity and expanded understanding of CRC Benefits' specialized services.
• Utilize internal systems (Salesforce, Teams, etc.) for activity tracking and metrics.
• Effectively market to agents/brokers, encouraging them to let CRC Benefits assist with their PEO business.
• Provide “just in time” sales expertise to maximize results.
• Develop strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes.

Benefits Sales Executive, PEO

• Deliver technically complex solutions
• Perform system integration support for all project work
• Consult and partner with the business product owners to understand the end goal and offer solutions and recommendations during the design
• Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area
• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing
• Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production
• Build in and maintain security controls and monitoring in support of company standards
• Typically lead moderately complex projects and participate in larger, more complex initiatives
• Solve complex technical and operational problems
• Act as a resource for teammates with less experience
• May oversee the work of a small team
• Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work
• Leverage continuous engineering practices to deliver business value regarding effectiveness of the design
• Actively participate in refining user stories
• Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing
• Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support
• Develop code in accordance with the acceptance criteria established by the Product Owner

Full-Stack AI Software Engineer

• 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

• Provide a seamless experience for customers from sales to delivery of service
• Be the single point of contact for assigned broker firms to resolve any open service needs
• Ensure a high level of customer satisfaction and exceed the expectation of our customers
• Provide quality customer service for issues regarding benefit administration group changes, employee enrollment changes, ID card status, and effective date inquiries
• Develop increasing knowledge of insurance industry markets, products, and state specific rules & regulations to provide a value-added service to customers
• Deliver elevated service to existing growth brokers and new brokers to CRC Benefits

• Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience
• Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by: Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer
• Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary
• Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics
• Effectively market to agents/brokers and encourage them to place their clients’ business with us by: Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers
• Provide “just in time” sales expertise to maximize results
• Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data
• Coordinate with partner carrier resources as needed to maximize results
• Adhere to BenefitMall’s confidentiality standards of information
• Occasional long, irregular hours during peak times
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs
• Resolve conflicts, solve problems, and provide feedback to management

Benefits Sales Executive

General Counsel

• The Underwriting Counsel position is responsible for handling large volumes of files, and time sensitive material associated with transaction matters and relies on experience and judgment to plan and accomplish assignments.
• Utilize underwriting standards and guidelines within delegated authority limits, to underwrite the issuance of title insurance and provide guidance in the performance of real estate settlement services.
• Provide underwriting support, counsel, and authorization to company personnel, agents, and clients, related to the issuance of real estate title insurance commitments and policies.
• Provide guidance to company personnel in the performance of real estate settlement services.
• Issue underwriting standards and guidelines in accordance with established company processes.

Underwriting Counsel

Customer Support

• Enables sales growth through exceptional support helping internal and external users adopt and use BenefitMall Technology
• Provides positive customer service to clients with a focus on self-service
• Services a product support platform, that includes but is not limited to chat, email, phone-based support, and online meeting & collaboration to guide internal and external users through any questions or issues that occur during the use of BenefitMall technology
• Be comfortable with product, systems and technology in a continuously changing environment
• Identifies product and technology trends to management; works with IT and Marketing to further identify gaps or consumer trends
• Identifies and engages on opportunities to build relationships with team members and internal employees around product support and self-service
• Works within the guidelines of the processes, procedures, and Service Level Agreements
• Ability to adapt support based on the customer's changing needs during support interaction
• Expert understanding of all customer facing products and the interaction to the corresponding departments within BenefitMall
• Ability to be an effective team member within a queue environment and spend multiple hours on the phone.

Business Analyst

FP&A Analyst

Staff Accountant

Software Engineering Group Head

Account Manager – Employee Benefits

Senior Compliance Manager

VP, Business Development

Underwriting Manager – Casualty

Benefits Sales Executive, PEO

Full-Stack AI Software Engineer

Account Executive

Account Executive

Benefits Sales Executive

Underwriting Counsel

Digital Support Specialist