Account Executive

Full time Full day
Sumter, SC

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provides support to Brokers 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

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

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

Required Skills and Competencies:

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

College degree with a concentration in business or equivalent work experience

Minimum three to five years wholesale insurance experience or its equivalent

Experience with specific account handling and marketing

Current state specific insurance license required

Substantial knowledge of insurance and insurance processes

Ability to review information, make decisions, and manage time effectively with minimal to no supervision

Ability to plan, organize and manage multiple priorities

Excellent verbal, written and presentation skills

Ability to deal with confidential matters appropriately

Possess strong interpersonal skills

Working knowledge of Microsoft Office software

Work Environment and Physical Demands

Ability to work extended hours as needed

Some travel required

Normal office work environment, no unusual physical demands

CRC is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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