Account Executive

CRC Insurance Services

. Manage accounts from submission through binding, including required documentation and communications .

Posted 10/6/2026full-timeRemote • Pennsylvania • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management, including submission, quoting, binding, and renewal processes, while effectively negotiating terms and evaluating coverage options. Maintains strong knowledge of insurance products and market dynamics, ensuring compliance and accuracy in all transactions.

Highest-signal resume keywords

Account ManagementInsurance Products KnowledgeNegotiation SkillsAnalytical SkillsActive State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementInsurance ProductsUnderwriting ProcessesCoverage StructuresNegotiationMarket AnalysisComplianceDocumentationQuotingRenewal Management

Soft Skills

Attention to DetailProblem-SolvingAdaptabilityIndependent WorkEffective Communication

Tools & Technologies

Microsoft OfficePolicy Management Systems

Certifications & Qualifications

Active State Insurance License

Industry Keywords

Wholesale InsuranceBrokerageUnderwriting SupportMarket ConditionsCoverage Expansion

About the role

Key responsibilities & impact

Manage accounts from submission through binding, including 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
Process new business, renewals, endorsements, and cancellations accurately and in compliance with guidelines
Issue binders and invoices and confirm coverage details
Communicate with agents, carriers, and internal stakeholders to ensure timely account execution
Support retention and renewal strategies by identifying coverage expansion opportunities
Provide guidance to support staff as needed
Conduct research and prepare account or market analysis
Maintain accurate records and correspondence
Stay current on industry trends, market conditions, and carrier capabilities through 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
Active state insurance license required in applicable lines of business
Strong knowledge of insurance products, underwriting processes, and carrier guidelines
Ability to negotiate terms and evaluate coverage options
Effective account management skills across submission, quoting, binding, and renewal
Proficiency in Microsoft Office and systems used for policy and account management
Strong analytical and problem-solving skills with attention to detail and accuracy
Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
Ability to work independently and exercise sound judgment
Commitment to continuous learning and staying current on industry trends and market developments
English language fluency required

Benefits

Comp & perks

Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Company holidays
Vacation and sick days
New parent leave
Restricted stock units for eligible positions
Deferred compensation plan for eligible positions