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TIH · 4 hours ago

Policy Services Representative

Flower Mound, TX

Full-time

Onsite

Mid Level

3+ years exp

TIH is a part of CRC Group, committed to supporting every aspect of teammates' well-being. The Policy Services Representative will administer the policy issuance process and support underwriters with endorsement requests to ensure compliance with guidelines.

Insurance

Comp. & Benefits

Responsibilities

Assist Underwriter with meeting or exceeding production goals as assigned by CRC

Review and process policy servicing requests including but not limited to endorsement, audits, company requests and certificates

Underwrite CRC products and services to clients

Audit, correct, and verify all necessary information prior to policy issuance

Issue policies according to company guidelines

Analyze change requests, general service inquiries and endorsements

Monitor accounts to ensure compliance with company's policies and procedures

Approve and disapprove endorsements within CRC's binding authority

Adhere to jurisdictional compliance documentation standards and ensure all documentation is completed

Apply information from the policy services manager to ensure necessary changes for compliance purposes

Develop and Maintain client, carrier and agent relationships through timely, accurate service

Assist manager with modifications to workflow to increase efficiency and accuracy of the policy services department

Proof policies, endorsements, audits, cancellations, etc. and make corrections as appropriate

Maintain suspense system and follow-up for receipt of policies, endorsement information, inspections, correspondence, claims, etc. from outside sources

Conduct ratings as necessary to ensure policy information is accurate

Review Inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions as directed by your team leader or the underwriting manager

Cancel and reinstate policies based on outlined terms, company policy and statutory regulations

Maintain necessary licenses to produce business

Perform other duties as assigned

Qualification

Insurance experienceWholesale insurance experienceState specific licenseCommercial multi-line underwritingCompany automationClient relationship managementInsurance industry knowledgeWrittenVerbal skillsTeamwork

Required

Appropriate insurance experience

Three years of wholesale insurance experience or its equivalent

Current state specific license

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 use company automation

Ability to develop, foster, and maintain an excellent working relationship with clients

Ability to work in a team environment

Maintain current knowledge of the insurance industry

Good written and verbal skills

Ability to work extended hours when necessary

Benefits

Medical, dental, vision, life, disability, and AD&D insurance

Tax-advantaged savings accounts

401(k) plan with company match

Generous paid time off programs

Company holidays

Vacation and sick days

New parent leave

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