Team Assistant II jobs in United States
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TIH · 4 months ago

Team Assistant II

CRC Group is a prominent organization in the insurance sector, and they are seeking a Team Assistant II. The role involves managing policy invoices, coordinating account servicing, and providing professional service to agents and companies while ensuring adherence to company guidelines.

Insurance
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Comp. & Benefits

Responsibilities

Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed
Handles rating of new business and renewals
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

Qualification

Wholesale insurance experienceState specific Insurance LicenseCommercial multi-line underwritingCarrier software proficiencyVerbal skillsRelationship managementInsurance industry knowledgeWriting skillsTeamwork ability

Required

Five years of wholesale insurance experience
State specific Insurance License
Must be able to understand and analyze necessary components of insurance policies
Must be able to read, understand and apply carrier guidelines for underwriting
Must have knowledge of commercial multi-line underwriting and rating
Must have ability to use carrier software
Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
Ability to work in a team environment is essential
Maintain current knowledge of the insurance industry
Excellent verbal and writing skills
Ability to work extended hours when necessary

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Restricted stock units
Deferred compensation plan

Company

TIH

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TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small business, corporate, employee benefits, life and health, and title.

Funding

Current Stage
Late Stage
Total Funding
$1.95B
2024-02-20Private Equity
2024-02-20Acquired
2023-02-16Secondary Market· $1.95B

Leadership Team

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John Howard
Chairman & CEO
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Jeremy Davis
Chief Technology Officer
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Company data provided by crunchbase