Policy Services Representative

CRC Group; Flower Mound (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid time off and holidays

Life insurance and disability coverage

Job summary

CRC Group is seeking an experienced policy issuance support professional to assist underwriters with endorsements, policy servicing, and compliance across CRC products. This role requires strong attention to detail, ability to review requests, and maintain accurate records.

The successful candidate will collaborate with underwriters, maintain licensing, and ensure timely processing of policies while upholding regulatory standards and company guidelines.

Qualifications

• Appropriate insurance experience.
• Three years of wholesale insurance experience or its equivalent.
• Current state specific license.
• Understand and analyze essential components of insurance policies.
• Knowledge of commercial multi-line underwriting and rating.
• Ability to use company automation.
• Develop, foster, and maintain client relationships.
• Ability to work in a team environment.
• Maintain current knowledge of the insurance industry.
• Good written and verbal skills.
• Ability to work extended hours when necessary.

Responsibilities

• Assist Underwriter with meeting or exceeding production goals.
• Review and process policy servicing requests including endorsements and certificates.
• Underwrite CRC products and services to clients.
• Audit, correct, and verify information prior to policy issuance.
• Issue policies according to company guidelines.
• Analyze change requests and endorsements.
• Monitor accounts for policy compliance.
• Approve and disapprove endorsements within binding authority.
• Adhere to compliance documentation standards.
• Develop and maintain client relationships through timely service.
• Assist manager with workflow modifications to improve efficiency.
• Proof policies, endorsements, audits, and cancellations.
• Maintain suspense system and follow-up for documents and inspections.
• Conduct ratings to ensure accuracy.
• Review inspection reports and act as directed by leadership.
• Cancel and reinstate policies per terms and regulations.
• Maintain necessary licenses to produce business.
• Perform other duties as assigned.

Skills

Insurance knowledge

Client relationships

Team player

Written communication

Education

State insurance license

Tools

Company automation

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

Administer timely and accurate policy issuance process that is consistent with compliance and performance standards. Support underwriter with all endorsement requests to ensure compliance with carrier and company guidelines.

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. Assist Underwriter with meeting or exceeding production goals as assigned by CRC.
2. Review and process policy servicing requests including but not limited to endorsement, audits, company requests and certificates.
3. Underwrite CRC products and services to clients.
4. Audit, correct, and verify all necessary information prior to policy issuance.
5. Issue policies according to company guidelines.
6. Analyze change requests, general service inquiries and endorsements.
7. Monitor accounts to ensure compliance with company’s policies and procedures.
8. Approve and disapprove endorsements within CRC’s binding authority.
9. Adhere to jurisdictional compliance documentation standards and ensure all documentation is completed.
10. Apply information from the policy services manager to ensure necessary changes for compliance purposes.
11. Develop and Maintain client, carrier and agent relationships through timely, accurate service.
12. Assist manager with modifications to workflow to increase efficiency and accuracy of the policy services department.
13. Proof policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.
14. Maintain suspense system and follow-up for receipt of policies, endorsement information, inspections, correspondence, claims, etc. from outside sources.
15. Conduct ratings as necessary to ensure policy information is accurate.
16. Review Inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions as directed by your team leader or the underwriting manager.
17. Cancel and reinstate policies based on outlined terms, company policy and statutory regulations.
18. Maintain necessary licenses to produce business.
19. 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. Appropriate insurance experience
2. Three years of wholesale insurance experience or its equivalent
3. Current state specific license
4. Must be able to understand and analyze necessary components of insurance policies
5. Must have knowledge of commercial multi-line underwriting and rating
6. Must have ability to use company automation
7. Ability to develop, foster, and maintain an excellent working relationship with clients
8. Ability to work in a team environment
9. Maintain current knowledge of the insurance industry
10. Good written and verbal skills
11. 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 unitsand/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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