Team Assistant I

CRC Group•Greenwood Village, CO

6d•$70,000 - $75,000

About The Position

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.

Requirements

One year of wholesale insurance experience
State specific Insurance License
Experience as an underwriting clerk or a 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 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.