Team Assistant 1

ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.1. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.2. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).3. Manage file and account documentation.4. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.5. Establish New Submissions in the clearance system and handle according to established procedures.6. Produce cancellation and non-renewal notices according to statutory and contractual requirements.7. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.8. Maintain pending/suspense system per established procedures.9. Maintain account files in accordance with company policy.10. Perform other duties as assigned.QUALIFICATIONSRequired 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. One year of wholesale insurance experience2. State specific Insurance License3. Experience as an underwriting clerk or a three years of general insurance experience4. Must be able to understand and analyze necessary components of insurance policies5. Must have knowledge of commercial multi-line underwriting and rating6. Must have ability to carrier software7. Ability to develop, foster, and maintain an excellent working relationship with carriers and agents8. Ability to work in a team environment essential9. Maintain current knowledge of the insurance industry10. Good written and verbal skills11. Ability to work extended hours when necessaryCRC 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 Pay Transparency Nondiscrimination Provision E-Verify

Created: 2025-01-09