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CRC GroupCG

Client Relationship Leader

CRC Group is a leading wholesale specialty insurance distributor in North America, providing a wide range of insurance solutions and services to retail agency partners.

CRC Group

Employee count: 1001-5000

Salary: 137k-157k USD

United States only

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. 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 Partner Strategy & Growth Planning

  • Develop detailed growth plans for assigned retail partners
  • Translate retail broker operating models into actionable CRC strategies
  • Identify priority segments, coverage lines, and execution opportunities
  • Continuously refine plans based on market feedback and results

Relationship & Stakeholder Leadership

  • Serve as a senior, credible interface with retail broker leadership
  • Build trust-based relationships focused on long-term partnership, not transactional placement

Cross-Functional Execution

  • Coordinate across CRC producers, placement teams, operations, and leadership
  • Drive execution without direct authority, aligning diverse stakeholders around shared goals
  • Ensure follow-through against agreed strategies and timelines

Market & Competitive Insight

  • Bring current, first-hand insight from carrier distribution or competitor environments
  • Track competitor positioning and retail broker behavior in target segments
  • Provide feedback to leadership on where CRC should invest or adjust approach

Executive Communication

  • Present clear execution plans and progress updates to CRC leadership
  • Confidently articulate strategy, risks, and outcomes with executive presence

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.

  • 8-10+ years of experience in roles at both carriers and retail brokerage firms is required.

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • n/a

FUNCTIONAL SKILLS

Required

  • Significant experience working with large national retail brokers
  • Strong background in carrier distribution, broker engagement, or strategic accounts
  • Proven ability to build and execute structured growth plans
  • Highly self-directed, organized, and proactive

Preferred

  • Current or recent role at a carrier or specialty distributor
  • Experience focused on the specific broker segments CRC is targeting
  • Prior exposure to wholesale brokerage or specialty markets

The annual base salary for this position is $137,000.00 - $157,000.00.

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 LawPay Transparency Nondiscrimination ProvisionE-Verify

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Senior
Manager

Salary

Salary: 137k-157k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About CRC Group

Learn more about CRC Group and their company culture.

View company profile

At the forefront of the specialty insurance distribution industry, CRC Group is a powerhouse of innovation and expertise. Through a relentless focus on progress, the company is revolutionizing how retail agency partners navigate the complex world of risk. CRC Group's approach is built on a foundation of cutting-edge technology and data-driven insights, empowering their teams to deliver highly personalized service and efficient solutions. This commitment to technological advancement is evident in their proprietary REDY platform, a data and analytics tool that provides a competitive edge in the marketplace. By harnessing the power of data, CRC Group offers unparalleled market intelligence, enabling clients to make faster, more informed decisions. The company's innovative spirit extends to its operational structure, with a clear focus on creating a seamless, one-stop-shop experience for a broad spectrum of insurance needs, from property and casualty to employee benefits.

CRC Group's forward-thinking strategy is not just about technology; it's about fostering a culture of excellence and continuous improvement. The company invests heavily in its people, attracting and nurturing the most talented insurance professionals in the world. This dedication to talent is matched by a strategic vision for growth, marked by a significant number of successful acquisitions that have expanded their capabilities and market reach. By integrating these new partners, CRC Group continually enhances its specialty and underwriting expertise, ensuring they remain at the pinnacle of the industry. This blend of technological innovation, deep industry knowledge, and a commitment to their people and partners is what truly sets CRC Group apart, allowing them to consistently deliver superior outcomes and drive the future of wholesale and specialty insurance distribution.

Employee benefits

Learn about the employee benefits and perks provided at CRC Group.

View benefits

401k Plan

CRC Group offers a 401k plan to teammates.

Tax-Preferred Savings Accounts

CRC Group offers tax-preferred savings accounts.

Paid Holidays

CRC Group offers paid holidays to its employees.

Life Insurance

CRC Group offers life insurance to eligible employees.

View CRC Group's employee benefits
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CRC Group

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