Team Assistant

Freddie Mac; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking a detail-oriented professional to manage invoice policies and provide exceptional service to agents and companies. The role involves evaluating policies, processing requests, and maintaining account documentation. Candidates should possess strong analytical and communication skills, along with a state-specific insurance license. Join a dynamic team that values collaboration and flexibility in a supportive work environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Vacation Days

Sick Days

Paid Holidays

Qualifications

• Minimum one year of wholesale insurance experience.
• Experience as an underwriting clerk or three years of general insurance experience.

Responsibilities

• Evaluate policies, endorsements, audits, and resolve discrepancies.
• Review and process policy servicing requests.
• Manage file and account documentation.

Skills

Teamwork

Communication

Flexibility

Education

State-specific Insurance License

Tools

Carrier Software

Job description

Job Position Overview

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Position Details

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

Job Description

Handles invoice policies, coordinates servicing of new and renewal accounts from binding to prevent issues, and provides high-quality service to Agents and Companies.

Essential Duties and Responsibilities

1. Evaluate policies, endorsements, audits, cancellations, resolve discrepancies, and make necessary changes.
2. Review and process policy servicing requests such as endorsements, audits, certificates, and cancellations.
3. Manage file and account documentation.
4. Invoice and process new business and renewal binders, endorsements, and cancellations according to guidelines.
5. Establish new submissions in the system and handle accordingly.
6. Produce cancellation and non-renewal notices as required.
7. Manage underwriting files for accounts without issued policies.
8. Maintain pending/suspense system per procedures.
9. Maintain account files per company policy.
10. Perform other duties as assigned.

Qualifications

Required:

• Minimum one year of wholesale insurance experience.
• State-specific Insurance License.
• Experience as an underwriting clerk or three years of general insurance experience.
• Ability to analyze insurance policies.
• Knowledge of commercial multi-line underwriting and rating.
• Proficiency with carrier software.
• Ability to develop and maintain relationships with carriers and agents.
• Teamwork skills.
• Current knowledge of the insurance industry.
• Strong written and verbal communication skills.
• Flexibility to work extended hours when necessary.

Benefits

Eligible employees working 20+ hours/week may receive medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Additionally, employees get at least 10 vacation days, 10 sick days, and paid holidays, with potential eligibility for stock units and deferred compensation depending on the position.

Equal Opportunity Statement

CRC supports a diverse workforce and is an Equal Opportunity Employer, committed to non-discrimination and a drug-free workplace.