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CRC GroupCG

Operations Coordinator

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: 70k-90k 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:

Join our team! Successful and growing title insurance agency seeks a highly self-motivated, detail-oriented, experienced Operations Coordinator to provide direct support to the Managing Director of Business Development to be a part of our team.

The Operations Coordinator will serve as a trusted partner, ensuring the seamless coordination of daily operations, communications, and strategic initiatives. This individual must have the ability to multitask, portray excellent verbal and written communication skills and be computer proficient. Qualified candidate will play a critical role in creating efficiency and structure, allowing the Managing Director to focus on business development, client relationships, and revenue growth.

Responsibilities:

Executive & Calendar Management

• Manage and prioritize the Managing Director's calendar, ensuring alignment with business objectives

• Coordinate internal and external meetings, calls, and introductions with a high level of accuracy and professionalism

• Anticipate scheduling needs and proactively resolve conflicts

• Maintain visibility into short- and long-term scheduling priorities

Title Insurance Coordination

• Issue order confirmations and distribute title reports to clients in a timely and accurate manner

• Serve as a point of contact for client inquiries related to title reports, status updates, and production timelines

• Proactively follow up with the production team on ETAs and communicate updates to clients

• Monitor and manage delayed reports; alert clients promptly and provide revised delivery expectations

• Maintain a monthly closing tracker, including all reports scheduled to close, associated premiums, and projected closing dates

• Ensure accurate documentation and consistent communication throughout the title order lifecycle

CRM & Pipeline Management (Salesforce)

• Maintain and update Salesforce CRM to ensure data integrity and consistency

• Organize and manage contact records, account groupings, and segmentation

• Track introductions, follow-ups, and pipeline activity to support business development efforts

• Oversee weekly reporting and event tracking within the CRM Client Communications & Correspondence

• Draft, edit, and send professional client communications on behalf of the Managing Director

• Coordinate timely and thoughtful follow-up after meetings and introductions

• Prepare personalized outreach incorporating relevant client and market insights

• Ensure all communications reflect a high standard of professionalism and attention to detail

Operational & Administrative Support

• Provide comprehensive administrative support to ensure efficient day-to-day operations

• Prepare meeting materials, conduct research, and organize information for client interactions

• Maintain internal tracking systems, documents, and workflows

• Support onboarding processes and internal coordination efforts

Event & Travel Coordination

• Coordinate travel arrangements, including flights, accommodations, and detailed itineraries

• Manage event registrations, scheduling, and logistics

• Assist with preparation and execution of client and industry events

Client & Relationship Support

• Support client engagement efforts through coordinated outreach and follow-up

• Assist with client gifting and relationship-building initiatives

• Support community initiatives (including GirlGang, as needed)

Requirements:

• Minimum of 4+ years of experience supporting senior executives or business leaders in title insurance

• Demonstrated ability to operate effectively in a fast-paced, high-demand environment

• Proficiency with Salesforce or similar CRM systems

• Exceptional organizational skills with strong attention to detail

• Excellent written and verbal communication skills

• Ability to manage multiple priorities while maintaining a high level of accuracy

• Proactive, solution-oriented mindset with strong follow-through

• High level of professionalism, discretion, and confidentiality

• Experience with scheduling, travel coordination, and event logistics

About Kensington Vanguard National Land

Kensington Vanguard National Land is one of the largest independent full-service national title insurance agencies in the country providing:
• Commercial & Residential Title Insurance• Real Property & Cooperative Lien Searches• Settlement Services• Escrow Services• Recording Services• 1031 Exchange Services

Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time

Benefits:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Employer Paid Life insurance
  • Employer Paid LTD
  • Paid Time Off
  • 401(k)
  • 401(k) Employer Match
  • Flexible Spending Account
  • Health Savings Account
  • Employee Assistance Program

The annual base salary for this position is $70k-90k

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

Salary

Salary: 70k-90k USD

Experience

4 years minimum

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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