Policy Issuance Specialist

Posted 2 Days Ago
Be an Early Applicant
Burlington, NC, USA
In-Office
Junior
Insurance
The Role
Issues and services insurance policies, verifies and audits policy information, conducts ratings, monitors account compliance, processes cancellations and reinstatements, maintains suspense records, and supports underwriters and processing teams. The role requires client, carrier, and agent relationship management, insurance policy analysis, underwriting and rating knowledge, licensing, accurate service, and collaboration across departments.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

Please review the following job description:

ESSENTIAL DUTIES AND 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.
1. Issue policies according to company guidelines.
2. Assist underwriter with meeting or exceeding production goals as assigned
3. Develop and maintain client, carrier and agent relationships through timely, accurate service
4. Audit, correct, and verify all necessary information prior to policy issuance.
5. Monitor accounts to ensure compliance with company's policies and procedures and take appropriate action for correction when necessary.
6. Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.
7. Conduct ratings as necessary to ensure policy information is accurate.
8. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
9. Review and process policy servicing inquires as received by carrier requests
10. Forward policy servicing inquiries from carrier to Quality Control for handling
11. Maintain necessary licenses to produce business.
12. Provide support to various processing departments.
13. Perform other duties as assigned.
QUALIFICATIONS
Required Qualifications:
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.
1. Appropriate insurance experience
2. One year of Associate Policy Issuance experience or its equivalent
3. Current state specific license
4. Must be able to understand and analyze necessary components of insurance policies
5. Must have knowledge of personal lines and/or commercial lines multi-line underwriting and rating
6. Must have ability to use company automation
7. Ability to develop, foster and maintain an excellent working relationship with clients
8. Ability to work in a team environment essential
9. Maintain current knowledge of the insurance industry
10. Good written and verbal skills
11. Ability to work extended hours when necessary

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

  • Appropriate insurance experience
  • One year of Associate Policy Issuance experience or equivalent
  • Current state-specific insurance license
  • Ability to understand and analyze insurance policy components
  • Knowledge of personal lines and/or commercial lines multi-line underwriting and rating
  • Ability to use company automation
  • Ability to develop and maintain excellent client relationships
  • Ability to work in a team environment
  • Current knowledge of the insurance industry
  • Good written and verbal communication skills
  • Ability to work extended hours when necessary
  • English language fluency

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

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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