Team Assistant I

CRC Group • Jenkintown, PA

55d

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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees