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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:
Provide administration and operational assistance to Underwriting team including preparing, reviewing, organizing and maintaining policy documentation required for all risks. Invoice policies, coordinate the service of new and renewal accounts from the time of binding and throughout policy period according to Company guidelines and anticipate/prevent issues and problems as necessary. Provides high-quality professional service to Agents and CompaniesKEY 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. Setting up new and renewal files at binding, verifying all required documentation is received and properly filed.
2. Perform accurate data entry and policy information updates in underwriting systems and databases.
3. Provide necessary instruction to Underwriting Clerks and Policy Typists for invoicing and policy issuance.
4. Verify completeness and accuracy of policy data/reports provided. Process per established guidelines.
5. Coordinate with underwriters, agents, carriers, and other partners to obtain required information, resolve disputes, and answer questions.
6. Prepare/distribute reports as required by carriers or underwriters.
7. Underwrite new and renewal business with minimal supervision of an underwriter.
8. Review and process policy servicing requests (endorsement, audits, Company requests, requests for verification of coverage for claims, Certificates, Premium Finance Notices and Cancellations, etc.). Ensure all are properly received, invoiced and distributed as required.
9. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed
10. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
11. Maintain pending/suspense system per established procedures.
12. Maintain account files in accordance with company policy.
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. College degree with a concentration in business or equivalent work experience
2. One year of wholesale insurance experience
3. State specific Insurance License required
4. Underwriting Clerk experience or three years of general insurance experience
5. Must be able to understand and analyze necessary components of insurance policies
6. Must have knowledge of commercial multi-line underwriting and rating
7. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
8. Ability to develop, foster, and maintain an excellent working relationship with clients
9. Ability to work in a team environment essential
10. Maintain current knowledge of the insurance industry
11. Good written and verbal skills
12. 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
- College degree with a concentration in business or equivalent work experience
- One year of wholesale insurance experience
- State specific Insurance License required
- Underwriting Clerk experience or three years of general insurance experience
- Ability to understand and analyze necessary components of insurance policies
- Knowledge of commercial multi-line underwriting and rating
- Ability to use company automation including Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
- Ability to develop, foster, and maintain excellent working relationships with clients
- Ability to work in a team environment
- Maintain current knowledge of the insurance industry
- Good written and verbal communication skills
- Ability to work extended hours when necessary
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.
