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Careers

Employment Opportunities with CRV

If you want to work with professional people who are community and industry leaders – and for an agency that values continuing education and technical competency – CRV may be the place for you!  We have offices in Middletown and East Providence, Rhode Island and in Dartmouth, Massachusetts and a current staff of 45 people.   We are a privately-owned property and casualty insurance agency, founded in 1961 with a stellar reputation for excellent client service.  Ours is a culture of responsibility to our clients, our employees, our profession, our industry, and our community.

We offer varied career paths for insurance professionals in both commercial insurance and personal insurance – and from both a sales and a service perspective.  All customer service and sales staff members are licensed insurance producers and are encouraged to hold advanced designations. 

Carey, Richmond & Viking provides a generous benefit package for full-time employees including health benefits, 401K, and profit sharing.  The salary range for all positions is commensurate with level of experience and education. 

Please send your resume, references, and cover letter (required) to our Human Resources Department.  Fax and email responses are welcome.

Contact Information
Human Resources Manager
jobs@crvinsurance.com
Carey, Richmond & Viking Insurance
2 Corporate Place
Middletown, RI 02842

Phone: 401-683-7326
Fax: 401-683-7329

Active Positions:​

Account Manager - Commercial Insurance
Sales Executive – Stonington, CT
Support Administrator - Personal Insurance

ACCOUNT MANAGER – COMMERCIAL INSURANCE

Position Overview:

Responsible for managing, enhancing and retaining long-term client relationships, serving as client advocate on all risk and insurance issues through comprehensive and responsive support based upon effective interpersonal and communication skills, and sound technical knowledge of insurance products and services

Essential Duties and Responsibilities:

  • Manage, retain and enhance assigned client relationships in collaboration with Account Executive(s)
  • Provide responsive and comprehensive service to client accounts
  • Serve as the client’s advocate on all risk and insurance issues
  • Completes applications in coordination with Account Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
  • Prepares summaries of insurance, schedules, and proposals.
  • Processes renewals in coordination with Account Executives.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary.
  • Meet quality standards of the agency to include E&O best practices
  • Develop and maintain long-term, high quality relationships with the decision makers and personnel of each assigned client, with an emphasis on understanding the nature, challenges and risk exposures of each client’s business.
  • Effectively manage the day to day activities and requirements of an assigned book of business; set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.
  • During renewals as well as new and mid-term additions of risk, work collaboratively with Account Executive(s) to analyze client needs, prepare applications and proposals, place business appropriately and on time, and to identify risk to properly protect client’s assets, utilizing standard carrier markets as well as specialty markets as required.
  • Develop and maintain quality, professional relationships at all times (clients, carriers, coworkers, other resources.
  • Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Position Requirements:

  • 3-5 years commercial property and casualty insurance experience preferred; Possess an active Rhode Island Producer’s license (or the ability to obtain one such as holding a valid out-of-state broker’s license that can be quickly converted)
  • Knowledgeable in Commercial Property, GL, Auto, WC and Inland Marine coverage combined with the ability to effectively communicate and review these subjects with clients and carriers
  • Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
  • Knowledge of insurance products and usages. Advanced Knowledge of insurance markets and reference to markets. Knowledge of insurance rating and underwriting procedures.
  • Ability to make a good first impression based upon the total of one’s personality, character, and professionalism; also, must demonstrate strong oral and written communication skills required to develop and maintain positive relationships with clients, carriers and other entities beneficial to the success of the Company

Education and Experience:

  • Bachelor’s Degree preferred; Professional designations such as CPCU, AM, and/or CIC are considered desirable.
  • Skilled at identifying and analyzing client exposures encompassing all aspects of risk, ideally with 3-5 years’ experience developed within agency or broker environments, and able to effectively negotiate with underwriters on coverage/placements/service issues
  • Understand and carry a working knowledge of all lines of business as well as a familiarity of the surplus lines marketplace is desirable.

Sales Executive – Stonington, CT

Position Overview:

We are looking to expand our footprint over the border into CT. Come join our agency and see why we have been voted one of the Best Places to Work in RI for the 4th consecutive year!

As a Sales Executive, you are the primary business contact for new business prospects. You are expected to provide consistently superior customer service to clients by identifying their needs and provide a solution to ensure quality sales. You will be required to develop a rapport with business partners to support and grow your referral sources which will help you build your referral network and cultivate new business opportunities The role involves face-to-face and telephonic sales-based communications with customers and business partners. Growth and success are measured by your performance and capacity to meet production goals. Onboarding will be done virtually and in person in the area as needed.

Essential Duties and Responsibilities:

  • Creating and managing overall sales action plans to exceed production goals for your territory and meet required revenue targets
  • Discovering new business contacts and fostering relationships to close the sale
  • Cultivating relationships with a wide variety of key decision makers and business partners
  • Performing sales prospecting activities on a routine basis through cold calling, telemarketing, partner relationships, and customer referrals
  • Initiating and expanding on networking with high priority influencers such as real estate agents, loan officers, financial planners, etc.
  • Conducting face-to-face or virtual meetings while ensuring company professionalism at all times (proper business attire required)
  • Developing proposals and delivering presentations and information utilizing company brand standards
  • Maintaining the Applied EPIC customer relationship management (CRM) database
  • Providing competitive market feedback and ability to remain current on industry trends
  • Other duties as assigned
  • Position Requirements:
  • Proven successful sales background
  • Excellent persuasive and interpersonal communication skills
  • Ability to connect with customers and gain trust quickly
  • Strong time management skills
  • Motivated self-starter
  • Team player
  • Strong written, verbal and presentation skills
  • Ability to multi-task, solid attention to detail, and a desire to learn
  • Possess Property & Casualty producer license or the ability to obtain
  • Proficiency in MS Office suite

Education and Experience:

  • Bachelor’s Degree Preferred
  • 3+ years in personal insurance sales required or
  • 3+ years of recent consumer-based sales experience
  • Property & Casualty License required.

Support Administrator - PERSONAL INSURANCE

Position Overview:

To provide quote assistance for the Personal Lines Account Managers and Sales Executives.

Assist the sales team with reaching their monthly sales goals by supporting the administrative tasks after a policy is quoted. The PL Support Administrator will handle the file from acceptance to issuance.

Key Responsibilities:

  • Underwrite and quote new and renewal business policies for placement
  • Assist producer with DocuSign related to completed applications.
  • When the DocuSignis first sent out, sales support will call the client to advise that it has been sent. 
  • **** If the DocuSign has not been viewed or signed, outreach will be done to client to check their spam folder rather than sending a request to the producer. 
  • Provide flood waiver and home/fire/auto waivers to client, if not already obtained. 
  • Assist with obtaining alarm certifications and good student driver certificates, if applicable.
  • In an effort to assist with managing workload and forecasting, change prospect to contracted in EPIC and detail the policy screen from NBQ to NEW at the time the applications are received.
  • Contact bank representative to obtain mortgagee clause and loan number
  • Send out Evidence of Insurance (EOI) to bank
  • Follow up and confirm closing
  • Bind policies, make payments, and confirm payments post to avoid policies cancelled.
  • SBAS (Application Submitted to Carrier for Download) activity
  • Enter New Client Onboarding Activity (NCOB)
  • Assist with the DocuSign of LPR’s (Loss of Policy Release) If an LPR has never been received by prior agent, send one additional copy if requested by insured.
  • Assist with the DocuSign of BOR’s (Broker of Record): set a follow up activity for PL Account Technician PRIOR to renewal to make sure BOR was received, and status stays as BOR.
  • Assist with completing Registration and Title Application (RTA) forms for clients
  • Assist with the receipt of 2A forms. If a customer didn’t receive a 2A form back, outreach on behalf of the client to resolve is required.
  • Assist Account Managers with sending Evidence of Insurance (EOI) and completing policy changes should time permit.  
  • Assist with closing opportunities that are sold only.  “Not sold” should go back to the producer to set for future follow up. 
  • Check client record in EPIC to see if we obtained email and best number to call.  If missing, reach out to sales producer for them to obtain.
  • Maintain a cheerful attitude while answering all inbound calls and addressing customer or sales team needs
  • Other duties as assigned.

Qualifications and Skills:

  • High School diploma or equivalent
  • Experience working in an office environment
  • Prior experience with Applied Epic a plus
  • Strong attention to detail
  • Able to work in a fast-paced office and be a quick learner
  • Must be able to multi-task and be a team player
  • Ability to work well in a team environment
  • Must be able to prioritize and have great time management skills
  • Must have solid computer skills and have good phone etiquette
  • Must have excellent verbal and written communication skills with a clear and friendly speaking voice
  • Demonstrated ability to assist sales team with any additional work as needed with a can-do attitude. 

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