Business Lead, Relationship Manager

🔥 1 hour ago

🏄 California, Colorado, +3 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $100k - $130k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

🏨 Hospitality

🏭 Manufacturing

📦 Logistics

Hospitality • Manufacturing • Logistics

CRC Insurance Services is a comprehensive insurance brokerage firm specializing in wholesale insurance solutions. They offer a broad range of services including property, casualty, and professional liability coverage, focusing on providing tailored solutions for various industries such as construction, healthcare, and environmental sectors. By leveraging extensive market access and expert knowledge, CRC aims to meet the unique needs of its clients, ensuring they receive optimal insurance protection and support.

📋 Description

• Develop and execute account strategies to achieve revenue growth and product penetration targets. • Maintain and strengthen relationships with key executives and decision-makers within client organizations. • Analyze client needs to recommend customized products, services, or solutions ensuring alignment with business objectives. • Negotiate terms and agreements with clients to secure long-term partnerships. • Collaborate with internal teams, including operations and underwriting, to ensure seamless service delivery for complex accounts. • Provide client feedback to inform product development and operational improvements. • Monitor market trends, competitor activities, and regulatory changes to identify emerging opportunities and risks. • Mentor and support junior relationship managers in client engagement best practices.

🎯 Requirements

• Bachelor’s degree in business, finance, or a related field is required • 7+ years of experience in business development or relationship management roles within the insurance or financial services industry • Proven track record of achieving growth targets and maintaining strong client relationships • Experience negotiating complex agreements and managing key accounts.

🏖️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Generous paid time off programs, including company holidays, vacation and sick days, new parent leave • Potential for restricted stock units and/or a deferred compensation plan