Job Title
To effectively manage and direct business activities for direct access and non-direct access of business. The go-to person for day to day to questions, challenges.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Improve, identify and implement process for efficiency in placing and tracking business
- Identified as a "go-to" person for clients to efficiently direct case activity, design, underwriting, sales strategies, etc. for direct access and non-direct access carriers
- Identify and communicate carrier specialties for greater efficiencies and process development
- Continual educational development in all aspects of the business to support channel initiatives
- Instrumental in recommending and suggesting process improvement for identifying issues and developing and recommending solutions for greater efficiency
- Provide proactive customer service driven to achieve revenue plan
- Process/complete case management requirements for both light and full service model
- Work with Marketing to develop campaigns
- Support service initiatives to Tellus channel
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School Graduate or equivalent GED
- Experience with PCs in a Windows environment
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Knowledgeable of all aspects of the business, including case design, underwriting, case management, carriers' niche, advanced sales, licensing and contracting and commissions
- Three years of experience in sales, underwriting, case design and/or case management processing
- Proven track record of excellent customer service
- Solution-oriented, ability to go above and beyond
- Results-oriented; ability to work creatively within guidelines
- Excellent computer skills, proficient in Excel, Word, Outlook and Access
- Excellent interpersonal skills and a collaborative management style
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.