Underwriting Assistant

CRC Insurance Services, Inc.; Melbourne (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

401(k) with company match

Paid time off

Holidays

Vacation and sick days

New parent leave

Restricted stock units

Deferred compensation plan

Job summary

CRC Group in Florida seeks an Underwriting Clerk to provide administration and operational support to the Underwriting team. You will prepare, review, and file policy documentation, invoice policies, and coordinate new/renewal accounts from binding through policy period with attention to accuracy and deadlines.

The role requires a college degree or equivalent experience, 1 year of wholesale insurance experience, and an insurance license.

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 be able to understand and analyze necessary components of insurance policies.
• Must have knowledge of commercial multi-line underwriting and rating.
• Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software.
• Ability to develop, foster, and maintain an excellent working relationship with clients.
• Ability to work in a team environment essential.
• Maintain current knowledge of the insurance industry.
• Good written and verbal skills.
• Ability to work extended hours when necessary.

Responsibilities

• Provide administration and operational assistance to Underwriting team including preparing, reviewing, organizing and maintaining policy documentation required for all risks.
• Invoice policies, coordinate the service of new and renewal accounts from binding through policy period.
• Provide high-quality professional service to Agents and Companies.
• Setting up new and renewal files at binding and ensuring documentation is complete.
• Perform accurate data entry and policy information updates in underwriting systems.
• Coordinate with underwriters, agents, carriers, and partners to obtain information and resolve questions.
• Prepare/distribute reports as required by carriers or underwriters.
• Underwrite new and renewal business with minimal supervision.
• Review and process policy servicing requests (endorsements, audits, verifications, certificates, etc.).
• Produce cancellation and non-renewal notices according to requirements.
• Maintain pending/suspense system and account files.

Skills

Insurance experience

Insurance license

Underwriting knowledge

Policy data analysis

Teamwork

Written and verbal skills

Extended hours readiness

Windows/ Delphi / DocuCorp / Rackley

Education

Bachelor's degree in business or equivalent

Tools

Windows

Delphi

DocuCorp

Rackley ISO Rating Software

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Provide administration and operational assistance to Underwriting team including preparing, reviewing, organizing and maintaining policy documentation required for all risks. Invoice policies, coordinate the service of new and renewal accounts from the time of binding and throughout policy period according to Company guidelines and anticipate/prevent issues and problems as necessary. Provides high-quality professional service to Agents and Companies

KEY RESPONSIBILITIES:

1. Setting up new and renewal files at binding, verifying all required documentation is received and properly filed.

2. Perform accurate data entry and policy information updates in underwriting systems and databases.

3. Provide necessary instruction to Underwriting Clerks and Policy Typists for invoicing and policy issuance.

4. Verify completeness and accuracy of policy data/reports provided. Process per established guidelines.

5. Coordinate with underwriters, agents, carriers, and other partners to obtain required information, resolve disputes, and answer questions.

6. Prepare/distribute reports as required by carriers or underwriters.

7. Underwrite new and renewal business with minimal supervision of an underwriter.

8. Review and process policy servicing requests (endorsement, audits, Company requests, requests for verification of coverage for claims, Certificates, Premium Finance Notices and Cancellations, etc.). Ensure all are properly received, invoiced and distributed as required.

9. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed

10. Produce cancellation and non-renewal notices according to statutory and contractual requirements.

11. Maintain pending/suspense system per established procedures.

12. Maintain account files in accordance with company policy.

13. Perform other duties as assigned.

QUALIFICATIONS

Required Qualifications:

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://www.e-verify.gov/employees/employee-rights-and-responsibilities)

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.