Customer Service Representative - Continental Underwriters

CRC Insurance Services, Inc.; New Orleans (LA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

Paid time off

Stock options

Job summary

CRC Group is seeking an Underwriting Clerk to support the servicing of new and renewal accounts for Property and Inland Marine Insurance. In this role you will underwrite renewals with minimal supervision, explain coverages to clients, and guide underwriters and policy typists through essential processes.

You will evaluate policies, process endorsements, audits, and cancellations, manage documentation, and issue invoices for new and renewal binders according to company guidelines.

Qualifications

• College degree with a concentration in business or equivalent work experience.
• One year of wholesale insurance experience.
• State specific Insurance License required.
• Underwriting Clerk experience or three years of general insurance experience.
• Must understand and analyze insurance policies.
• Knowledge of commercial multi-line underwriting and rating.
• Ability to use company automation tools (Windows, Delphi, Word, DocuCorp, Rackley ISO Rating).
• Develop and maintain strong client relationships.
• Ability to work in a team environment and stay current with the insurance industry.
• Strong written and verbal communication; willing to work extended hours when needed.

Responsibilities

• Underwrite renewal business with minimal supervision.
• Explain liability and other program coverages to clients.
• Instruct Underwriting Clerks and Policy Typists.
• Evaluate policies, endorsements, audits, cancellations, and make changes as needed.
• Conduct ratings for new and renewal business.
• Manage all account documentation.
• Process policy servicing requests such as endorsements, audits, certificates, and cancellations.
• Invoice and process new business and renewal binders and related endorsements.
• Establish new submissions in the clearance system and handle per procedures.
• Produce cancellation and non-renewal notices per requirements.
• Maintain underwriting files and pending/suspense system per procedures.

Skills

English fluency

Wholesale insurance experience

Underwriting knowledge

Commercial underwriting

Rating software knowledge

Policy analysis

Teamwork

Customer relationship

Attention to details

Extended hours flexibility

Education

Business-focused college degree

Tools

Windows

Delphi

Word

DocuCorp

Rackley ISO Rating Software

Job description

Covington, LA

New Orleans, LA

Full time

R0000002106

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([e-mail]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Invoices policies, coordinate the servicing of new and renewal accounts from the time of binding for Property and Inland Marine Insurance according to Company guidelines and anticipate/prevent 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. Underwrite renewal business with minimal supervision of an underwriter.
2. Accurately explain liability and other program coverages to clients and prospective clients.
3. Provide necessary instruction to Underwriting Clerks and Policy Typists.
4. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
5. Conduct Ratings for new and renewal business.
6. Manage all account documentation.
7. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
8. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and Company guidelines.
9. Establish New Submissions in the clearance system and handle according to established procedures.
10. Produce cancellation and non-renewal notices according to statutory and contractual requirements.
11. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
12. Maintain pending/suspense system per established procedures.
13. Maintain account files in accordance with company policy.
14. 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. College degree with a concentration in business or equivalent work experience
2. One year of wholesale insurance experience
3. State specific Insurance License required
4. Underwriting Clerk experience or three years of general insurance experience
5. Must be able to understand and analyze necessary components of insurance policies
6. Must have knowledge of commercial multi-line underwriting and rating
7. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
8. Ability to develop, foster, and maintain an excellent working relationship with clients
9. Ability to work in a team environment essential
10. Maintain current knowledge of the insurance industry
11. Good written and verbal skills
12. Ability to work extended hours when necessary

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. 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.

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 Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.