Crc Group
insurance
BrokerAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Broker Assistant at Crc Group. Skills: policy and account support, client and underwriter interaction, coverage explanation, quotation processing, account documentation management, renewal coordination, cancellation and non-renewal processing, policy analysis and correction, information flow facilitation, suspense system maintenance, binder and invoice processing, accounting monitoring, supervision of Technical Assistants, assistance to Associate Brokers and Brokers. Respond promptly to all requ”
Industry & Context.
Ability to make independent decisions following CRC guidelines with minimal or no supervision; Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.; Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.
Ability to work extended hours when necessary
What They're Looking For.
Must Have
One year of wholesale insurance experience, State specific Insurance License, Technical Assistant experience or three years of general insurance experience, Must be able to understand and analyze necessary components of insurance policies, Ability to make independent decisions following CRC guidelines with minimal or no supervision, Good organizational, time management, and detail skills, Extensive knowledge of insurance and CRC processes, Ability to maintain a high level of tact and professionalism, Good leadership skills to influence other assistants in a positive manner, Possess interpersonal skills, verbal and written communication skills, computer and office skills, Ability to work extended hours when necessary
Nice to Have
College degree with a concentration in business or equivalent work experience
What You'll Do.
Respond promptly to all requests from brokerage team
underwriters or retailers regarding account servicing issues.
Interact regularly with clients and underwriters regarding policies
recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
Accurately explain coverages and liabilities to agents and/or clients.
Provide and/or assist with quotations for new business
renewals and endorsements through managing all company correspondence in a timely manner.
Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
Manage all account documentation.
Initiate and coordinate renewal activity on assigned accounts.
Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates
Facilitate the flow of information from agents and underwriters.
Maintain suspense system and follow-up for receipt of policies
etc. from outside sources.
and tax filings forwarding the binder and invoice to the agent.
Monitor accounting (payment
etc.) anticipating and preventing problems when possible.
Provide supervision to Technical Assistants.
Assist Associate Brokers and Brokers with duties as needed.
How You'll Work.
Team & Collaboration
Serves as a partner to Broker providing superior support regarding all policies and key accounts.; Provides high quality service to agents and companies.; Interact regularly with clients and underwriters regarding policies; Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.; Facilitate the flow of information from agents and underwriters.; Provide supervision to Technical Assistants.; Assist Associate Brokers and Brokers with duties as needed.
Communication Scope
verbal and written communication skills
Full Job Description
**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You 'll be required to create an account or sign in to an existing one.** __If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to__[Accessibility](mailto:[email protected]?subject=Accommodation%20request) __(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:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality 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. 1\. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2\. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. 3\. Accurately explain coverages and liabilities to agents and/or clients. 4\. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. 5\. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. 6\. Manage all account documentation. 7\. Initiate and coordinate renewal activity on assigned accounts. 8\. Initiate cancellation and non-renewal notices according to statutory and contractual requirements. 9\. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate n
Applying for this Broker Assistant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Crc Group?
Real rants from real employees. Read before you apply.