Team Assistant I
Company: CRC Insurance Services, Inc.
Location: Boca Raton
Posted on: May 27, 2023
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Job Description:
The position is described below. If you want to apply, click the
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(accommodation requests only; other inquiries won't receive a
response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
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
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.
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
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.
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
The annual base salary for this position is $65K.
General Description of Available Benefits for Eligible Employees of
Truist Financial Corporation: All regular teammates (not temporary
or contingent workers) working 20 hours or more per week are
eligible for benefits, though eligibility for specific benefits may
be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability,
accidental death and dismemberment, tax-preferred savings accounts,
and a 401k plan to teammates. Teammates also receive no less than
10 days of vacation (prorated based on date of hire and by
full-time or part-time status) during their first year of
employment, along with 10 sick days (also prorated), and paid
holidays. For more details on Truist's generous benefit plans,
please visit our Benefits site (https://benefits.truist.com/) .
Depending on the position and division, this job may also be
eligible for Truist's defined benefit pension plan, restricted
stock units, and/or a deferred compensation plan. As you advance
through the hiring process, you will also learn more about the
specific benefits available for any non-temporary position for
which you apply, based on full-time or part-time status, position,
and division of work.
CRC 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 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://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
CRC Group is one of the largest wholesale and specialty insurance
product distributors in the United States, providing data-driven
insurance solutions for property and casualty, executive and
professional, group and individual, and other specialty insurance
programs. Learn more at www.crcgroup.com .
Keywords: CRC Insurance Services, Inc., Boca Raton , Team Assistant I, Accounting, Auditing , Boca Raton, Florida
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