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CRC Insurance Services

Policy Issuance Specialist

Reposted 3 Days Ago
Be an Early Applicant
Remote
5 Locations
Mid level
Remote
5 Locations
Mid level
The Policy Issuance Specialist is responsible for issuing policies, assisting underwriters, maintaining client relationships, auditing information for accuracy, and ensuring compliance with company policies.
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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Administer timely and accurate policy issuance process consistent with compliance and performance standards.

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. Issue policies according to company guidelines.
2. Assist underwriter with meeting or exceeding production goals as assigned
3. Develop and maintain client, carrier and agent relationships through timely, accurate service
4. Audit, correct, and verify all necessary information prior to policy issuance.
5. Monitor accounts to ensure compliance with company's policies and procedures and take appropriate action for correction when necessary.
6. Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.
7. Conduct ratings as necessary to ensure policy information is accurate.
8. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
9. Review and process policy servicing inquires as received by carrier requests
10. Forward policy servicing inquiries from carrier to Quality Control for handling
11. Maintain necessary licenses to produce business.
12. Provide support to various processing departments.
13. Perform other duties as assigned.
QUALIFICATIONS
Required 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. Appropriate insurance experience
2. One year of Associate Policy Issuance experience or its equivalent
3. Current state specific license
4. Must be able to understand and analyze necessary components of insurance policies
5. Must have knowledge of personal lines and/or commercial lines multi-line underwriting and rating
6. Must have ability to use company automation
7. Ability to develop, foster and maintain an excellent working relationship with clients
8. Ability to work in a team environment essential
9. Maintain current knowledge of the insurance industry
10. Good written and verbal skills
11. Ability to work extended hours when necessary

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group 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 Group is a Drug Free Workplace.

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