Underwriting Assistant

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Ohio, USA
Remote
Junior
Insurance
The Role
Provides administrative and operational support to underwriters by preparing documentation, entering quote and policy data, gathering information, tracking submissions and renewals, maintaining records, responding to inquiries, and resolving processing issues. The role requires strong attention to detail, organization, communication, basic insurance knowledge, and proficiency with Microsoft Office, Excel, and Word.
Summary Generated by Built In

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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:

CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.
Provides administrative and operational support to the underwriting team by preparing documentation, managing data entry, and facilitating the quote and policy process to ensure efficiency, compliance, and timely service delivery.

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.   

​​• Prepare and process underwriting documentation accurately and in compliance with company guidelines. 
• Assist underwriters by gathering required information and supporting documentation from brokers or clients. 
• Perform data entry for policy and quote information into internal systems with attention to accuracy. 
• Monitor and track status of submissions and renewals to ensure timely follow-up and completion. 
• Respond to internal and external inquiries related to underwriting processes and documentation. 
• Maintain organized records and files for all underwriting transactions and submissions. 
• Collaborate with underwriting, operations, and customer service teams to resolve data or processing issues.​
 

EDUCATION AND EXPERIENCE 

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; associate degree preferred. 
• 1–2 years of experience in underwriting support, insurance operations, or a similar administrative role. 
• Familiarity with property and casualty insurance processes is preferred.​
 

CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• No specific criteria is required.​ 

FUNCTIONAL SKILLS 

​​• Attention to detail and high accuracy in data entry. 
• Organizational and time management skills to handle multiple priorities. 
• Basic knowledge of insurance concepts and underwriting terminology. 
• Proficiency in Microsoft Office tools, including Excel and Word. 
• Ability to communicate clearly and professionally with internal teams and external partners.​
 

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
  • 1-2 years of experience in underwriting support, insurance operations, or a similar administrative role
  • Familiarity with property and casualty insurance processes
  • English language fluency
  • Attention to detail and high accuracy in data entry
  • Organizational and time management skills
  • Basic knowledge of insurance concepts and underwriting terminology
  • Proficiency in Microsoft Office, including Excel and Word
  • Clear and professional communication skills

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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