Policy Issuance Associate

Posted 7 Days Ago
Be an Early Applicant
Burlington, NC
Entry level
Insurance
The Role
The Policy Issuance Associate will manage the policy issuance process, ensuring compliance and accuracy. Responsibilities include developing knowledge of company guidelines, aiding underwriters, maintaining client relationships, auditing policy information, and managing account compliance.
Summary Generated by Built In

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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:

Performs policy issuance duties when needed by administering timely and accurate policy issuance process that is 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. Develop working knowledge while issuing policies according to company and carrier 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 seek appropriate action from Policy Issuance Specialist Lead or Supervisor 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. Forward to policy servicing inquiries made at carrier requests to the Quality Control for handling.
10. Maintain necessary licenses to produce business.
11. 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. High School diploma or equivalent work experience
2. Current state specific license require within 90 days
3. Ability to develop, foster and maintain good working relationships with clients
4. Ability to work in a team environment
5. Ability to use company automation to include in-house proprietary system
6. Ability to plan, organize and manage multiple priorities
7. Ability to review information, make decisions and manage time effectively with minimal supervision
8. Ability to meet deadlines and work well under pressure
9. Good written and verbal skills
10. Ability to work extended hours when necessary
Preferred Qualifications:
1. Property and Casualty Insurance experience

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site. Depending on the position and division, this job may also be eligible for TIH’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC 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 is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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The Company
HQ: Birmingham, Alabama
2,066 Employees
On-site Workplace
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S.

CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh.

CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more.

CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well.

These are just some of the ways CRC Group is placing you first.

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