Underwriting Team Assistant
CRC Insurance Services, Inc.
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Coordinates the servicing of new and renewal accounts from the time of binding in accordance with company and carrier guidelines. Prepares invoices and policy documentation, supports underwriting and rating activities, and proactively identifies and resolves issues to ensure accurate, timely processing. Delivers high-quality professional service to agents, carriers, and internal partners.
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.
Underwrite renewal business with minimal supervision and escalate exceptions as needed.
Clearly explain liability and programcoveragesto clients and prospective clients.
Provide day-to-day guidance and instructions tounderwritingclerks and policy typists to supportaccurateprocessing.
Review policies, endorsements, audits, and cancellations; resolve discrepancies and coordinate corrections.
Conduct rating for new and renewal business using approved methodologies and tools.
Manage account documentation, ensuring completeness, accuracy, and proper retention.
Review and process policy servicing requests, including endorsements, audits, carrier requests, certificates, premium finance notices, and cancellations.
Invoice and process new business and renewal binders, premium-bearing endorsements, and cancellationsin accordance withinternal and carrier guidelines.
Establish new submissions in the clearance system and route/handle them per established procedures.
Produce cancellation and non-renewal notices in compliance with statutory and contractual requirements.
Maintain underwriting files for accounts where policies are not issued and ensureappropriate follow-upand documentation.
Maintain pending/suspense and diary systems to track open items, deadlines, and required actions.
Maintain account filesin accordance withcompany policy and audit readiness standards.
Perform other duties as assigned to support underwriting operations and service commitments.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent education isrequired.
Associate degree or equivalent work experience is preferred.
Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership?
CERTIFICATIONS, LICENSES, REGISTRATIONS
- State-specific insurance license isrequired;additionaldesignations may be preferred based on role scope andjurisdiction.
FUNCTIONAL SKILLS
Working knowledge of commercial multi-line underwriting concepts, coverage analysis, and rating fundamentals.
Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines;identifyand resolve discrepancies.
Proficiencywith underwriting and policy administration automation, including Windows-based applications, Delphi, Microsoft Word,DocuCorp, and Rackley ISO Rating Software.
Strong documentation and file management skills with attention to detail, accuracy, and compliance.
Effective written and verbal communication skills to explaincoveragesand coordinate with agents, carriers, and internal partners.
Ability to prioritize, track pending items, and meet deadlines in a high-volume environment; willing to work extended hours when needed.
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 ( Pay Transparency Nondiscrimination Provision E-Verify (
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.
Why CRC Group?
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.
Who We're Looking For
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.
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