Policy Issuance Specialist

CRC Group

3d

About The Position

Administer timely and accurate policy issuance process consistent with compliance and performance standards.

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.

Requirements

• Appropriate insurance experience
• One year of Associate Policy Issuance experience or its equivalent
• Current state specific license
• Must be able to understand and analyze necessary components of insurance policies
• Must have knowledge of personal lines and/or commercial lines multi-line underwriting and rating
• Must have ability to use company automation
• Ability to develop, foster and maintain an excellent working relationship with clients
• Ability to work in a team environment essential
• Maintain current knowledge of the insurance industry
• Good written and verbal skills
• Ability to work extended hours when necessary

Responsibilities

• Issue policies according to company guidelines.
• Assist underwriter with meeting or exceeding production goals as assigned
• Develop and maintain client, carrier and agent relationships through timely, accurate service
• Audit, correct, and verify all necessary information prior to policy issuance.
• Monitor accounts to ensure compliance with company's policies and procedures and take appropriate action for correction when necessary.
• Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.
• Conduct ratings as necessary to ensure policy information is accurate.
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
• Review and process policy servicing inquires as received by carrier requests
• Forward policy servicing inquiries from carrier to Quality Control for handling
• Maintain necessary licenses to produce business.
• Provide support to various processing departments.
• Perform other duties as assigned.

Benefits

• 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.
• Growth: Advance your career with our learning and leadership development programs.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees