Account Executive- Transportation

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.

Manage accounts from submission through binding, including coordinating all 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 to support placement decisions

Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines

Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate

Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities

Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships

Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery

Conduct research and prepare account or market analysis to support client and business development efforts

Maintain accurate records and manage all correspondence in accordance with company standards

Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training

EDUCATION AND EXPERIENCE
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.

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

Ability to independently manage multiple priorities and make informed decisions with limited supervision

CERTIFICATIONS, LICENSES, REGISTRATIONS

Active state insurance license required in applicable lines of business

FUNCTIONAL SKILLS

Strong knowledge of insurance products, underwriting processes, and carrier guidelines

Ability to negotiate terms and evaluate coverage options to support optimal placement outcomes

Effective account management skills across the full lifecycle (submission, quoting, binding, renewal)

Excellent written and verbal communication skills with the ability to interface across internal and external stakeholders

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

Proficiency in Microsoft Office and systems used for policy and account management

Strong interpersonal skills with the ability to build and maintain relationships with agents, carriers, and internal teams

Ability to work independently and exercise sound judgment in decision-making

Commitment to continuous learning and staying current on industry trends and market developments

General Description of Available Benefits for Eligible Employees of CRC Group:
At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

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.
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