Policy Services Represenative

CRC Group; Flower Mound (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

401(k) plan with company match

Paid time off (holidays, vacation, and

New parent leave

Job summary

CRC Group in Flower Mound, TX seeks a Policy Service Representative to deliver exemplary customer service in a fast-paced underwriting support role. You will process policy changes, renewals, and inquiries with accuracy and efficiency.

The ideal candidate has 2+ years in insurance operations, strong data entry skills, and bilingual English/Spanish abilities. Auto insurance knowledge is a plus. CRC Group offers comprehensive benefits and growth opportunities.

Qualifications

• High school diploma or equivalent is required.
• 2 or more years of experience in insurance operations, policy servicing, or a related administrative role.
• Fluent in English and Spanish (preferred)
• Auto insurance knowledge (preferred)

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines.
• Review documentation for accuracy and completeness before submission or policy issuance.
• Maintain policy records and documentation in system databases accurately and efficiently.
• Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements.
• Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent.
• Assist in preparing reports, summaries, and correspondence related to policy servicing activities.
• Ensure adherence to company policy, regulatory requirements, and service-level agreements.

Skills

Attention to detail

Time management

Communication skills

Bilingual English/Spanish

Education

High school diploma or equivalent

Tools

Policy administration systems

Microsoft Office

Job description

Work Shift:1st Shift (United States of America)

Please review the following job description:

The Policy Service Representative will provide exemplary customer service in a fast paced, high call volume environment. The representative will display effective time management and sound decision-making abilities. The representative will deliver meticulous underwriting with attention to detail.

KEY RESPONSIBILITIES:

• Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines.
• Review documentation for accuracy and completeness before submission or policy issuance.
• Maintain policy records and documentation in system databases accurately and efficiently.
• Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements.
• Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent.
• Assist in preparing reports, summaries, and correspondence related to policy servicing activities.
• Ensure adherence to company policy, regulatory requirements, and service-level agreements.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent is required.
• 2 or more years of experience in insurance operations, policy servicing, or a related administrative role.
• Demonstrated understanding of policy administration processes and systems.
• Fluent in English and Spanish (preferred)
• Auto insurance knowledge (preferred)

FUNCTIONAL SKILLS

• Strong attention to detail and accuracy in handling documentation and data entry.
• Proficiency in policy administration systems and Microsoft Office applications.
• Effective written and verbal communication skills for internal and external interactions.
• Ability to prioritize tasks and manage time in a high-volume, deadline-driven environment.
• Problem-solving skills to resolve discrepancies in policy servicing activities.

General Description of Available Benefits for Eligible Employees of CRC Group:

• 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.
• Paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
• 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.

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