CRC
CRC Benefits - Account Manager (Remote)
Remote - Texas · Contract
Sponsorship not specifiedDetected 5 days ago
AccessibilityCRMExcelCommunicationCollaborationOrganizational SkillsMicrosoft OfficeUnderwriting
About the role
- If you want to apply, click the Apply button at the top or bottom of this page.
- If you have a disability and need assistance with the application, you can request a reasonable accommodation.
- Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Responsibilities
- Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email; conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed.
- Maintain clear ownership of client issues - triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client.
- Maintain accurate, organized, and up-to-date client records in the CRM system; document all client interactions, service issues, and renewal activity consistently.
- Manage a high volume of accounts with strong organizational discipline - prioritizing tasks, meeting deadlines, and proactively managing the client calendar to stay ahead of renewals and key dates.
- Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes by attending carrier meetings, webinars, and training sessions.
Requirements
- Knowledge of carrier submission requirements for new business and renewals.
- Insurance Producer's License required.
Nice to have
- Strong proficiency in Microsoft Office (Word, Excel, Outlook)
- comfortable with web-based tools and CRM platforms.
- Excellent verbal and written communication skills
- able to interact effectively with clients, carriers, and internal team members at all levels.
- Demonstrated ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution.
- Collaborative team player with a proactive, client-first mindset.
- Ability to identify when issues need to be escalated to a higher level.
- Actively participate in team meetings and huddles, contributing to shared goals around client retention and service excellence.
Compensation
- Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
Benefits
- 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.
- Proactively identify and pursue cross-sell opportunities, suggesting new or additional lines of coverage that align with client needs.
- Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform, escalating to the appropriate resource when needed.
Equal opportunity
- EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Visa & Work Authorization
- qual 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
This listing is sourced directly from CRC's careers page and normalized into a canonical job model.