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TIH · 4 months ago

Team Assistant II

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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

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

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.

Founded in 1922

Charlotte, North Carolina, USA

5001-10000 employees