Underwriting Team Assistant
CRC Group, Carmel, IN, United States
Job Title
Invoices policies, coordinates the servicing of new and renewal accounts from the time of binding according to Company guidelines and anticipates/prevents issues and problems as necessary. Provides high quality professional service to Agents and Companies.
Essential Duties And Responsibilities
Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
Manage file and account documentation.
Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
Establish New Submissions in the clearance system and handle according to established procedures.
Produce cancellation and non-renewal notices according to statutory and contractual requirements.
Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
Maintain pending/suspense system per established procedures.
Maintain account files in accordance with company policy.
Perform other duties as assigned.
Qualifications
One year of wholesale insurance experience
State specific Insurance License
Experience as an underwriting clerk or a 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 carrier software
Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
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
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.
Invoices policies, coordinates the servicing of new and renewal accounts from the time of binding according to Company guidelines and anticipates/prevents issues and problems as necessary. Provides high quality professional service to Agents and Companies.
Essential Duties And Responsibilities
Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
Manage file and account documentation.
Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
Establish New Submissions in the clearance system and handle according to established procedures.
Produce cancellation and non-renewal notices according to statutory and contractual requirements.
Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
Maintain pending/suspense system per established procedures.
Maintain account files in accordance with company policy.
Perform other duties as assigned.
Qualifications
One year of wholesale insurance experience
State specific Insurance License
Experience as an underwriting clerk or a 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 carrier software
Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
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
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.