Team Assistant I

CRC Group • Shrewsbury, NJ

82d • $22

About The Position

The position involves invoicing policies and coordinating the servicing of new and renewal accounts according to company guidelines. The role anticipates and prevents issues and problems as necessary while providing high-quality professional service to agents and companies.

Requirements

• One year of wholesale insurance experience.
• State specific Insurance License.
• Experience as an underwriting clerk or three years of general insurance experience.
• Must be able to understand and analyze necessary components of insurance policies.
• Must have knowledge of commercial multi-line underwriting and rating.
• Must have ability to use carrier software.
• Ability to develop, foster, and maintain an excellent working relationship with carriers and agents.
• 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

• Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
• Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
• Manage file and account documentation.
• Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
• Establish New Submissions in the clearance system and handle according to established procedures.
• Produce cancellation and non-renewal notices according to statutory and contractual requirements.
• Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
• Maintain pending/suspense system per established procedures.
• Maintain account files in accordance with company policy.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs including company holidays, vacation and sick days, new parent leave
• Restricted stock units and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time