CRC Insurance Services

Account Executive

• 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

Underwriter

• Overseeing and managing daily business operations to ensure efficiency, quality, accuracy, customer service, and cost effectiveness
• Assisting with the managing of underwriting operations, policy execution
• Developing, implementing, and improving operational policies and procedures and workflows for the Public Auto Department
• Managing the Policy Services Department responsible for all policy related functions
• Ensure internal and external compliance with company policies, carrier underwriting authority, guidelines and regulatory requirements
• Maintain operational quality controls

Operations/Underwriting Manager – Commercial Auto

Product Manager

• Research, analyze, and learn about a target client segment, to garner a deep understanding of their segment and that segment’s financial needs.
• Analyze the market and competitive environment to define a differentiated product vision that delivers unique value. Translate analyses into sound recommendations based on data and experience.
• Collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports business goals.
• Collaborate and engage key stakeholders, including lines of business, operations, and other functional areas in the planning and execution of projects.
• Write epics and features in support of the defined roadmap, working with partners to prioritize across teams.
• Set Planning Increment (PI) vision, priority and definition, partnering with product owners on feature prioritization and delivery timelines.
• Develop feature backlog roadmap, leading high level deliverables including discovery, prototypes/wireframes, usability studies, partner demos, and web analytics planning.
• Obtain partner alignment and approvals including legal, compliance, security, fraud and others as needed.
• Create and track product metrics to inform strategy and roadmap, sharing analysis with partners.
• Work with Marketing to create client and teammate facing content.
• Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met. Support risk presentations, working with other PM and PO partners on evidence to support recommendations.
• Attend Agile ceremonies, as applicable.

Senior REDY Product Manager

Full-stack Engineer

• Deliver technically complex solutions
• Perform system integration support for all project work
• Consult and partner with business product owners
• Develop customized coding and software integration
• Lead and participate in the development, testing, implementation, maintenance, and support of solutions
• Build monitoring capabilities for applications in production
• Maintain security controls
• Lead moderately complex projects
• Act as a resource for less experienced teammates

Software Engineer

• Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
• Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
• Manage file and account documentation.
• Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
• Establish New Submissions in the clearance system and handle according to established procedures.
• Produce cancellation and non-renewal notices according to statutory and contractual requirements.
• Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal procedures.
• Maintain pending/suspense system per established procedures.
• Maintain account files in accordance with company policy.
• Perform other duties as assigned.

Underwriting Team Assistant I

Content Marketing Manager

• Assist with the preparation, formatting, editing, and distribution of communication materials such as emails, newsletters, presentations, intranet updates, and other standard content.
• Proofread assigned content for grammar, clarity, formatting, and adherence to brand and communication guidelines.
• Coordinate routine content updates by gathering information from designated stakeholders and applying approved changes.
• Support communication schedules and calendars by tracking assignments, deadlines, and completion status.
• Maintain organized files, templates, mailing lists, and content repositories to support consistent communication delivery.
• Execute established communication processes, including posting content, routing materials for review, and scheduling distribution.
• Respond to routine content and communication support requests, escalating issues when guidance or approval is required.
• Assist with basic reporting and tracking (e.g., distribution lists, posting confirmations, engagement summaries) using established tools.
• Follow documented procedures and instructions to ensure work is completed accurately and on time.

Content & Communications Support

• Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition.
• Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth.
• 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.

Benefits Sales Executive, Ancillary

Financial Planning and Analysis

• Build and maintain detailed financial models for corporate cost centers.
• Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition.
• Prepare monthly management reports that evaluate financial performance versus forecast, plan, and prior year, providing variance analysis and executive-level commentary.
• Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers.
• Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget.
• Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation.
• Support business cases and investment decisions through ROI and sensitivity analysis.
• Standardize planning templates, automate recurring reports, and help streamline financial processes.
• Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities.

Financial Analyst

• Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance
• Provide financial planning, reporting, and analytical guidance to support key decisions and initiatives
• Prepare monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year
• Conduct regular variance analysis, keeping functional leaders informed and accountable to spend
• Develop and support financial forecasts and the annual operating plan
• Build and maintain detailed financial models for corporate cost centers
• Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition
• Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers
• Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget
• Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation
• Support business cases and investment decisions through ROI and sensitivity analysis
• Standardize planning templates, automate recurring reports, and help streamline financial processes
• Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities

Senior FP&A Analyst

• Underwrites new and renewal business
• Approves policy changes
• Maintain workload and controls written business
• Provides leadership to a production/underwriting team
• Provides high quality professional service to Agents and Companies
• Meet or exceed production goals as assigned by Management
• Supervise team(s) ensuring all pertinent information is communicated
• Develop and maintain excellent relationships with clients
• Market all program products and services to clients
• Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business
• Approve and disapprove endorsement requests according to internal and Company guidelines
• Monitor accounts to ensure compliance with the firm's policies and procedures
• Monitor production, hit ratios, renewal retention ratios, spread of risk and other production and quality measures to minimize risk
• Review and handle policy servicing requests appropriately
• Review inspection reports and compare to the conditions represented at the time of binding
• Meet or exceed file documentation standards and pass all audits

Underwriting Team Lead

Account Manager

• Responsible for managing client accounts
• Overseeing the account renewal process
• Leading Request for Proposal (RFP) activities
• Serve as primary point of contact for client accounts, nurturing strong and trusted relationships
• Understand clients’ risk management needs, goals, and objectives to provide tailored solutions and exceed expectations
• Collaborate cross-functionally to ensure the delivery of exceptional service and resolution of client issues
• Conduct comprehensive account reviews to assess client satisfaction, identify areas for improvement, and provide strategic recommendations
• Identify opportunities to expand business with clients through upselling
• Lead and manage the RFP process working closely with cross-functional teams to develop winning proposals
• Analyze RFP requirements and establish project timelines