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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:
Coordinates the servicing of new and renewal accounts from the time of binding in accordance with company and carrier guidelines. Prepares invoices and policy documentation, supports underwriting and rating activities, and proactively identifies and resolves issues to ensure accurate, timely processing. Delivers high-quality professional service to agents, carriers, and internal partners.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.
Underwrite renewal business with minimal supervision and escalate exceptions as needed.
Clearly explain liability and program coverages to clients and prospective clients.
Provide day-to-day guidance and instructions to underwriting clerks and policy typists to support accurate processing.
Review policies, endorsements, audits, and cancellations; resolve discrepancies and coordinate corrections.
Conduct rating for new and renewal business using approved methodologies and tools.
Manage account documentation, ensuring completeness, accuracy, and proper retention.
Review and process policy servicing requests, including endorsements, audits, carrier requests, certificates, premium finance notices, and cancellations.
Invoice and process new business and renewal binders, premium-bearing endorsements, and cancellations in accordance with internal and carrier guidelines.
Establish new submissions in the clearance system and route/handle them per established procedures.
Produce cancellation and non-renewal notices in compliance with statutory and contractual requirements.
Maintain underwriting files for accounts where policies are not issued and ensure appropriate follow-up and documentation.
Maintain pending/suspense and diary systems to track open items, deadlines, and required actions.
Maintain account files in accordance with company policy and audit readiness standards.
Perform other duties as assigned to support underwriting operations and service commitments.
EDUCATION AND EXPERIENCE
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.
High school diploma or equivalent education is required.
Associate degree or equivalent work experience is preferred.
Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership
CERTIFICATIONS, LICENSES, REGISTRATIONS
State-specific insurance license is required; additional designations may be preferred based on role scope and jurisdiction.
FUNCTIONAL SKILLS
Working knowledge of commercial multi-line underwriting concepts, coverage analysis, and rating fundamentals.
Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines; identify and resolve discrepancies.
Proficiency with underwriting and policy administration automation, including Windows-based applications, Delphi, Microsoft Word, DocuCorp, and Rackley ISO Rating Software.
Strong documentation and file management skills with attention to detail, accuracy, and compliance.
Effective written and verbal communication skills to explain coverages and coordinate with agents, carriers, and internal partners.
Ability to prioritize, track pending items, and meet deadlines in a high-volume environment; willing to work extended hours when needed.
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 or equivalent work experience
- State-specific insurance license
- Working knowledge of commercial multi-line underwriting concepts, coverage analysis, and rating fundamentals
- Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines and resolve discrepancies
- Proficiency with underwriting and policy administration automation, including Windows-based applications, Delphi, Microsoft Word, DocuCorp, and Rackley ISO Rating Software
- Strong documentation and file management skills with attention to detail and compliance
- Effective written and verbal communication skills to explain coverages and coordinate with agents, carriers, and internal partners
- Ability to prioritize, track pending items, meet deadlines, and work extended hours when needed
- Additional insurance designations may be preferred based on role scope and jurisdiction
- 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.
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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.
