Policy Services Representative

CRC Group; Flower Mound (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Restricted stock units

Deferred compensation

Job summary

CRC Group seeks an Underwriter in Texas to support production goals, review policy servicing requests, and underwrite CRC products for clients. You will audit information before issuance, issue policies per guidelines, and maintain compliance with regulatory standards. Strong wholesale insurance experience and a state license are required.

The role offers a collaborative, growth‑oriented environment. This position emphasizes analytical skills, client relations, and teamwork within a fast-paced

Qualifications

• Appropriate insurance experience.
• Three years of wholesale insurance experience or its equivalent.
• Current state specific license.
• Ability to understand and analyze components of insurance policies.
• Knowledge of commercial multi-line underwriting and rating.
• Ability to use company automation.
• Ability to develop and maintain relationships with clients.
• Ability to work in a team environment.
• Keep current knowledge of the insurance industry.
• Excellent written and verbal communication 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, audits, company requests and certificates.
• Underwrite CRC products and services to clients.
• Audit, correct, and verify all necessary information prior to policy issuance.
• Issue policies according to company guidelines.
• Analyze change requests, general service inquiries and endorsements.
• Monitor accounts to ensure compliance with policies and procedures.
• Approve or disapprove endorsements within binding authority.
• Ensure documentation meets compliance standards.
• Develop and maintain client, carrier and agent relationships.
• Assist manager with workflow improvements.
• Proof policies, endorsements, audits, and cancellations as needed.
• Maintain suspense system and follow up for policy-related items.
• Conduct ratings to ensure policy accuracy.
• Review inspection reports and take appropriate actions.
• Cancel and reinstate policies as per terms and regulations.
• Maintain necessary licenses to produce business.
• Perform other duties as assigned.

Skills

Wholesale insurance experience

Underwriting knowledge

Client relationship skills

Team collaboration

Analytical thinking

Tools

Company automation

Job description

The position is described below.

Please review the following job description:

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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 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 Pay Transparency Nondiscrimination Provision E-Verify.

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.