Business Lead and Relationship Manager

CRC Group

$100K — $130K *
US-Anywhere
+ 5 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, or related field required.
  • 7+ years of business development or relationship management experience in insurance or financial services.
  • Demonstrated success in achieving growth targets and maintaining strong client relationships.
  • Experience in negotiating complex agreements and managing key accounts.
  • Relevant state insurance license is required.

Responsibilities

  • Develop and execute account strategies for revenue growth and product penetration.
  • Maintain and strengthen relationships with key executives in client organizations.
  • Analyze client needs to recommend customized solutions that align with business objectives.
  • Negotiate agreements to secure long-term partnerships with clients.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Provide client feedback for product development and operational improvements.
  • Monitor market trends and competitor activities to identify emerging opportunities.

Benefits

  • Medical, dental, and vision insurance.
  • Life, disability, and AD&D insurance.
  • Tax-advantaged savings accounts and a 401(k) plan with company match.
  • Generous paid time off programs including holidays, vacation, and sick days.
  • New parent leave and other beneficial programs.
Full Job Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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).

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.

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.
• 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.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• 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.

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

FUNCTIONAL SKILLS
• 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.

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