Placing You First.

Senior Client Relationship Consultant

ConsultantConsultantFull TimeRemoteTeam 1,001-5,000Since 1982H1B No SponsorCompany Site LinkedIn

Location

California + 1 more

Posted

61 days ago

Salary

$184K - $242K / year

Bachelor Degree4 yrs expEnglish

Job Description

• 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 • 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 • 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 • Work closely with CRC producers, placement teams, and leadership • Support cross-functional execution without formal authority

Job Requirements

4–6+ years of experience in insurance distribution, brokerage, or carrier roles is required
Meaningful exposure to large retail brokerage partners
Strong organizational and project execution skills
Demonstrated ability to work independently and proactively
Current role at a carrier in distribution, broker management, or strategic accounts (preferred)
Experience aligned to the retail segments CRC is targeting (preferred)
Familiarity with wholesale brokerage or specialty insurance markets (preferred)

Benefits

Access to medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs including company holidays, vacation and sick days, new parent leave, and more
May qualify for restricted stock units and/or a deferred compensation plan