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Senior Client Relationship Consultant
- CRC Insurance Services, Inc. (CA)
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The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ([email protected]?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
Regular or Temporary:
Regular
**Language Fluency:** English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Senior Client Relationship Consultant will support growth initiatives with large retail brokerage partners. This role focuses on executing defined growth strategies, managing complex relationships, and serving as a knowledgeable resource on retail broker behavior and priorities.
The role is well-suited for a senior individual contributor with strong broker and carrier-facing experience who thrives in a proactive, fast-moving environment. This role will help shape how CRC partners with retail brokers to drive profitable growth.
KEY 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.
Retail Relationship Execution
+ Support execution of growth plans for assigned retail broker relationships
+ Maintain strong, day-to-day relationships with key retail contacts
+ Identify opportunities to expand CRC’s presence within assigned segments
Planning & Organization
+ Help document and maintain detailed growth plans and execution trackers
+ Organize priorities, actions, and follow-ups across multiple stakeholders
+ Ensure alignment between strategy and day-to-day execution
Insight & Problem Solving
+ Provide insight into retail broker decision-making and buying behavior
+ Solve complex relationship or execution challenges as they arise
+ Escalate risks and opportunities with clear recommendations
Internal Coordination
+ Work closely with CRC producers, placement teams, and leadership
+ Support cross-functional execution without formal authority
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.
+ 4–6+ years of experience in insurance distribution, brokerage, or carrier roles is required
CERTIFICATIONS, LICENSES, REGISTRATIONS
+ n/a
FUNCTIONAL SKILLS
Required
+ 4–6+ years of experience in insurance distribution, brokerage, or carrier roles
+ Meaningful exposure to large retail brokerage partners
+ Strong organizational and project execution skills
+ Demonstrated ability to work independently and proactively
Preferred
+ Current role at a carrier in distribution, broker management, or strategic accounts
+ Experience aligned to the retail segments CRC is targeting
+ Familiarity with wholesale brokerage or specialty insurance markets
The annual base salary for this position is $184,000.00 - $242,000.00.
**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._
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)
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.
Who We’re Looking For
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.
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