Business Lead and Relationship Manager

Regular or Temporary:

Regular

Language Fluency:
English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth. Partners with senior stakeholders to identify opportunities, develop solutions aligned with client objectives, and ensure delivery excellence. Acts as a trusted advisor to clients and mentors junior team members to enhance relationship management capabilities.

• 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.

• 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.

• Relevant state insurance license as required by role responsibilities.
• Professional certifications such as CPCU or ARM are preferred but not mandatory.

• Strategic account planning and execution.
• Advanced negotiation and influencing skills.
• Financial analysis and business acumen.
• Excellent verbal and written communication skills.
• Relationship building and stakeholder management.
• Problem-solving and conflict resolution.
• Leadership and mentoring capabilities.
• Proficiency in CRM systems and Microsoft Office applications.

The annual base salary for this position is $100,000 - $130,000.

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://(Use the "Apply for this Job" box below).) Pay Transparency Nondiscrimination Provision E‑Verify (.e‑verify.gov/employees/employee‑rights‑and‑responsibilities)

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.

• 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.

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.