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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following job description:
JOB SUMMARYThe Policy Issuance Offshore Support II role is responsible for performing intermediate-level policy documentation and processing tasks in support of underwriting and client servicing functions. This position ensures accuracy, compliance, and timely delivery of policy documents and endorsements, while adhering to established company standards and regulatory requirements. The role operates under moderate supervision and contributes to process efficiency, quality control, and service level agreements within a shared service or offshore operations model.
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.
• Review underwriting instructions and prepare policy documents accurately according to established guidelines.
• Validate coverage details, limits, and premium data against source systems for accuracy prior to issuance.
• Process endorsements, renewals, and cancellations in alignment with compliance and company standards.
• Collaborate with onshore teams to resolve discrepancies and fulfill document requests in a timely manner.
• Maintain and update policy records in core processing systems to ensure data integrity.
• Adhere to service level agreements (SLAs) and turnaround times for policy issuance and related workflows.
• Support continuous improvement initiatives by identifying process gaps or inefficiencies.
• Ensure compliance with regulatory requirements and internal audit controls for all policy documentation.
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.
• High school diploma or equivalent is required; associate degree preferred.
• Minimum of 2–3 years of experience in insurance policy processing, issuance, or related operational support roles.
• Familiarity with property and casualty insurance products and terminology.
• Experience working in shared services, BPO, or offshore delivery environments is beneficial.
• Proficiency in policy administration systems and Microsoft Office Suite.
• Strong attention to detail to ensure accuracy in policy documents.
• Ability to interpret and apply underwriting instructions and guidelines.
• Effective communication and collaboration skills for working across distributed teams.
• Time management and organizational skills to meet SLAs and multiple priorities.
• Problem-solving aptitude to address discrepancies or data issues promptly.
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
Skills Required
- High school diploma or equivalent
- Associate degree
- 2-3 years experience in insurance policy processing, issuance, or related operational support
- Familiarity with property and casualty insurance products and terminology
- Experience working in shared services, BPO, or offshore delivery environments
- Proficiency in policy administration systems
- Proficiency in Microsoft Office Suite (Excel, Word)
- Strong attention to detail and ability to interpret underwriting instructions
- Effective communication and collaboration skills
- Time management and organizational skills to meet SLAs
- Problem-solving aptitude to address discrepancies or data issues
CRC Insurance Services Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.
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Leave & Time Off Breadth — Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
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Retirement Support — Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
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Strong & Reliable Incentives — Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.
CRC Insurance Services Insights
What We Do
CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.
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