Underwriting Team Assistant I

Reposted Yesterday
Hiring Remotely in Arizona, USA
Remote
60K-70K Annually
Junior
Insurance
The Role
The Underwriting Team Assistant I manages policy servicing requests, evaluates and processes documentation, and provides support to agents and companies while ensuring compliance with company guidelines.
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:

Invoices policies, coordinates the servicing of new and renewal accounts from the time of binding according to Company guidelines and anticipates/prevents issues and problems as necessary. Provides high quality professional service to Agents and Companies.

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. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
2. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
3. Manage file and account documentation.
4. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
5. Establish New Submissions in the clearance system and handle according to established procedures.
6. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
7. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
8. Maintain pending/suspense system per established procedures.
9. Maintain account files in accordance with company policy.
10. 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. One year of wholesale insurance experience
2. State specific Insurance License
3. Experience as an underwriting clerk or a three years of general insurance experience
4. Must be able to understand and analyze necessary components of insurance policies
5. Must have knowledge of commercial multi-line underwriting and rating
6. Must have ability to carrier software
7. Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
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

The annual base salary for this position is $60,000 - $70,000

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

  • One year of wholesale insurance experience
  • State specific Insurance License
  • Experience as an underwriting clerk or three years of general insurance experience
  • Ability to understand and analyze insurance policies
  • Knowledge of commercial multi-line underwriting and rating
  • Ability to use carrier software
  • Ability to develop and maintain relationships with carriers and agents
  • Ability to work in a team environment
  • Current knowledge of the insurance industry
  • Good written and verbal 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.

  • 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: Birmingham, Alabama
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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