CRC Insurance Services

Financial Planning and Analysis

• Lead enterprise-wide financial planning, budgeting, and forecasting processes
• Provide strategic insights and recommendations to executive leadership based on financial data analysis and market trends
• Oversee consolidation of financial results and monitor performance against key metrics and targets
• Direct long-range financial planning and scenario modeling for strategic initiatives and growth opportunities
• Manage relationships with cross-functional teams and provide financial guidance for major business decisions
• Develop and maintain financial governance and reporting frameworks
• Mentor, develop, and lead a high-performing FP&A team

Senior Director, Financial Planning & Analytics

General

• Intake, review, and setup of residential and commercial title insurance transactions
• Serve as liaison between external clients, internal sales and operations teams, and the Orders/Vendor Management team
• Monitor shared inboxes or order intake queues for new title requests
• Review contracts, loan documents, property information, and other real estate documentation
• Identify discrepancies and escalate urgent, incomplete, or complex order requests
• Enter order data into the title production system following established procedures and standards
• Upload and organize supporting real estate documents
• Communicate with clients and internal teams to resolve missing or conflicting information
• Monitor new order pipelines and resolve delays, issues, or data discrepancies

Order Entry Coordinator

Administrative Assistant

• Provide administrative and clerical support to a sales team during the busiest time of year
• Create spreadsheets using Microsoft Excel
• Support the quoting team with proposal creation
• Enter customer information into company systems
• Direct calls and respond to inquiries
• Schedule appointments
• Work on assigned projects
• Collaborate with the team using video and screen-sharing technology on work-from-home days

Sales Administrative Assistant – Temporary

• Provide administrative and clerical support to a sales team during the busiest time of year
• Create spreadsheets using Microsoft Excel
• Support the quoting team with proposal creation
• Enter customer information into company systems
• Direct calls and respond to inquiries
• Schedule appointments
• Work on projects as assigned

Sales Administrative Assistant, Temporary

Underwriter

• Compile and analyze underwriting data to support risk assessments
• Prepare and review policy documentation for accuracy and completeness
• Coordinate with underwriters to ensure adherence to corporate underwriting standards
• Assist with reviewing submissions to identify missing information and resolve discrepancies
• Maintain accurate records in underwriting systems and databases
• Conduct research on market, industry trends, and competitor insights
• Generate and distribute underwriting reports to stakeholders

Underwriting Analyst

Customer Support

• Manage the end-to-end RFP process and ensure timely, accurate, high-quality proposal submissions
• Use quoting platforms and tools to pull rates and benefit information and format data into proposals
• Work with carrier partners to request and secure underwritten quotes, manage follow-ups, and interpret quoting nuances
• Serve as a subject-matter expert for internal and external teams on quoting, carrier options, and benefit comparisons
• Resolve escalated or complex quoting issues
• Create, format, and maintain proposal documents aligned with branding, compliance, and regulatory standards
• Collaborate with sales team members to understand client needs and customize proposal content
• Compile, analyze, and present benefit data and pricing structures
• Prioritize and manage multiple proposals in high-volume, deadline-driven situations
• Create and update spreadsheets with detailed benefit information
• Pull and organize Summary of Benefits and Coverage documents
• Assemble branded benefit booklets and sales packets
• Maintain Salesforce CRM accuracy, update documents, track opportunities, and ensure data integrity
• Respond to sales support requests
• Prepare client-facing presentations, internal sales documents, and communications
• Organize, version-control, and maintain proposal and sales process documentation
• Leverage CRM and quoting tools to improve sales process efficiency and visibility

Senior Sales Support Representative

Sales

• Develop and manage a team of Sales Representatives to meet departmental and individual quotas
• Qualify and educate prospects about CRC Benefits solutions based on their needs
• Document and report all sales activity
• Communicate the progress and concerns of potential and existing customers to the sales team daily/weekly
• Communicate concerns and questions to the Market Director
• Provide continuous training to Sales Representatives
• Assist Sales Representatives with broker questions
• Work closely with marketing to maintain an understanding of the evolving market
• Perform other duties as assigned by the manager

Sales Manager

Account Manager

• Serve as the primary point of contact for a portfolio of small group employer clients
• Manage high-volume day-to-day client service needs via phone and email
• Build and maintain client and carrier relationships through proactive outreach
• Conduct virtual Teams meetings for open enrollment and renewal discussions
• Handle, triage, delegate, and follow through on high-level client service issues
• Support renewals by coordinating plan options and gathering required information
• Identify and pursue cross-sell opportunities for additional coverage lines
• Assist with ERISA, COBRA, FMLA, and Health Care Reform compliance questions
• Maintain accurate client records and document interactions in the CRM system
• Manage client calendars, renewals, deadlines, and competing priorities
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes
• Participate in team meetings, huddles, special projects, process improvements, and new service development

Account Manager – Employee Benefits

Broker

• Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines
• Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks
• Negotiate coverage terms with carriers within defined underwriting and pricing parameters
• Serve as a primary point of contact for agents on assigned accounts
• Manage communication and respond to inquiries in a high-volume environment
• Ensure accuracy of submissions and policy information, including risk details and coverage structure
• Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards
• Support production goals by driving transactional deal flow and contributing to overall team performance

Inside Broker

• Provide quality information and accurate solutions for defined customer issues by telephone and email
• Maintain 100% of available phone time and/or electronic service goals according to current standards
• Support the team as a first-line resource for Customer Service Representative questions
• Serve as the first point of contact for escalated calls
• Determine when customer issues require further escalation and use appropriate channels for timely resolution
• Provide customer service for employee enrollment changes, ID card status, and effective-date inquiries
• Communicate with broker partners regarding requests processed through carrier portals or Benefit Administration systems
• Monitor and process Customer Service requests and requests submitted through Benefit Administration systems
• Keep current on company policies and promotional offerings
• Participate in regular team meetings and contribute to customer-satisfaction goals
• Participate in assigned projects as a Customer Service subject matter expert

Customer Service Representative, Employee Benefits

Account Executive

• Retain co-broker small employer group accounts by maintaining client and health insurance carrier representative relationships
• Suggest new lines of coverage and identify cross-selling opportunities
• Manage the renewal process for assigned clients
• Meet with clients and/or producers to present renewals and supporting documents
• Gain acceptance of renewals or commitment to explore alternate options
• Provide information on carrier administrative procedures and product availability
• Direct clients in selecting appropriate group products
• Follow up on service issues and renewals
• Build and maintain client and carrier relationships by phone, email, and in person
• Enroll clients in Employee Benefits communication tools and demonstrate their use
• Introduce resources to new and existing clients at renewal
• Conduct group meetings and webinars to educate customers about company services
• Maintain knowledge of company products, processes, insurance markets, products, and legal environments
• Resolve conflicts, solve problems, and provide timely client feedback
• Participate in team meetings and contribute to customer satisfaction
• Represent company services professionally to support sales and company growth

Account Executive – Employee Benefits

Vice President

• Evaluate complex and high-value submissions to determine risk acceptance, pricing strategy, and coverage terms
• Provide expert consultation and mentoring to underwriters on risk analysis, policy structuring, and portfolio management
• Develop and implement underwriting guidelines, best practices, and quality control measures
• Maintain compliance and reduce exposure
• Collaborate with actuarial, legal, and product teams to design insurance solutions and pricing models
• Analyze market trends, loss ratios, and competitor data to inform product positioning and underwriting strategy
• Assist in resolving escalated underwriting issues
• Negotiate terms with brokers and clients on specialty risks
• Contribute to training programs, thought leadership initiatives, and technology adoption

Senior Vice President – Environmental

• Evaluate and analyze complex submissions to determine risk acceptance and pricing strategy
• Develop and negotiate terms, conditions, and pricing for high-value accounts in accordance with guidelines
• Ensure adherence to underwriting authority and compliance with regulatory and company standards
• Collaborate with brokers, agents, and internal stakeholders to resolve issues and negotiate solutions
• Provide technical guidance and support to less experienced underwriters
• Monitor portfolio performance and recommend corrective actions for profitability and growth
• Contribute to process improvements and best practice development within underwriting discipline
• Maintain knowledge of market trends and competitor products to ensure competitive positioning
• Execute complex underwriting activities across assigned lines of business with high autonomy and judgment
• Serve as a technical expert and manage sophisticated accounts or portfolios

Assistant Vice President – Environmental

Human Resources

• Partner with HR Business Partners and business leaders to execute HR strategies, programs, and day-to-day activities
• Advise and support managers on employee relations, performance management, corrective action, and HR policy interpretation
• Support workforce planning, talent acquisition, internal mobility, talent development, employee engagement, and exit feedback efforts
• Conduct exit interviews as appropriate
• Support annual performance management and year-end compensation cycles through coordination, tracking, reporting, communications, and manager support
• Process and support HR transactions in Workday
• Manage shared HR mailboxes by triaging, routing, tracking, and resolving teammate inquiries
• Develop and maintain HR processes, response templates, escalation procedures, and tracking tools
• Compile, validate, analyze, and summarize HR and workforce data
• Coordinate with HR Centers of Excellence on compensation, benefits, training, and other HR programs
• Support HR projects and operational priorities through reports, presentations, data gathering, action-item tracking, process documentation, and deliverable coordination
• Identify and implement opportunities to streamline HR processes, reduce manual work, improve reporting, and use HR technology and automation
• Ensure HR activities comply with employment laws, company policies, and established procedures
• Provide administrative and operational support to HR Business Partner leadership and the broader HRBP team

HR Generalist

• Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines
• Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks
• Negotiate coverage terms with carriers within defined underwriting and pricing parameters
• Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment
• Ensure accuracy of submissions and policy information, including risk details and coverage structure
• Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards
• Support production goals by driving transactional deal flow and contributing to overall team performance