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CRC GroupCG

Team Assistant II

CRC Group is a leading wholesale specialty insurance distributor in North America, providing a wide range of insurance solutions and services to retail agency partners.

CRC Group

Employee count: 1001-5000

United States only

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

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. Handles rating of new business and renewals
3. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc).

4. Manage file and account documentation

5. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
6. Establish New Submissions in the clearance system and handle according to established procedures.
7. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
8. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
9. Maintain pending/suspense system per established procedures.
10. Maintain account files in accordance with company policy.
11. 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.
1. Five years of wholesale insurance experience
2. State specific Insurance License
3. Must be able to understand and analyze necessary components of insurance policies
4. Must be able to read, understand and apply carrier guidelines for underwriting
5. Must have knowledge of commercial multi-line underwriting and rating
6. Must have ability to use carrier software
7. Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
8. Ability to work in a team environment is essential
9. Maintain current knowledge of the insurance industry
10. Excellent verbal and writing skills
11. Ability to work extended hours when necessary

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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 LawPay Transparency Nondiscrimination ProvisionE-Verify

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Mid-level

Education

Professional certificate

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About CRC Group

Learn more about CRC Group and their company culture.

View company profile

At the forefront of the specialty insurance distribution industry, CRC Group is a powerhouse of innovation and expertise. Through a relentless focus on progress, the company is revolutionizing how retail agency partners navigate the complex world of risk. CRC Group's approach is built on a foundation of cutting-edge technology and data-driven insights, empowering their teams to deliver highly personalized service and efficient solutions. This commitment to technological advancement is evident in their proprietary REDY platform, a data and analytics tool that provides a competitive edge in the marketplace. By harnessing the power of data, CRC Group offers unparalleled market intelligence, enabling clients to make faster, more informed decisions. The company's innovative spirit extends to its operational structure, with a clear focus on creating a seamless, one-stop-shop experience for a broad spectrum of insurance needs, from property and casualty to employee benefits.

CRC Group's forward-thinking strategy is not just about technology; it's about fostering a culture of excellence and continuous improvement. The company invests heavily in its people, attracting and nurturing the most talented insurance professionals in the world. This dedication to talent is matched by a strategic vision for growth, marked by a significant number of successful acquisitions that have expanded their capabilities and market reach. By integrating these new partners, CRC Group continually enhances its specialty and underwriting expertise, ensuring they remain at the pinnacle of the industry. This blend of technological innovation, deep industry knowledge, and a commitment to their people and partners is what truly sets CRC Group apart, allowing them to consistently deliver superior outcomes and drive the future of wholesale and specialty insurance distribution.

Employee benefits

Learn about the employee benefits and perks provided at CRC Group.

View benefits

401k Plan

CRC Group offers a 401k plan to teammates.

Tax-Preferred Savings Accounts

CRC Group offers tax-preferred savings accounts.

Paid Holidays

CRC Group offers paid holidays to its employees.

Life Insurance

CRC Group offers life insurance to eligible employees.

View CRC Group's employee benefits
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CRC Group

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