Program Administrative Technical Assistant

Posted Yesterday
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Jenkintown, PA
Mid level
Insurance
The Role
The Program Administrative Technical Assistant provides administrative support, verifies data, maintains documentation, manages calls, and fosters relationships with clients and carriers. Responsibilities include creating spreadsheets, ensuring documentation accuracy, and maintaining detailed files.
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:

Responsible for providing administrative support in a fast-paced environment; verifies data, ensures accuracy and timeliness, communicates needs both internal and external, maintains files and other documentation as required, and fosters strong working relationships with clients and carriers.

KEY 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. 

  • Create spreadsheets with large numbers of figures.
  • Verify data by comparing it to source documents.
  • Reviewing data for deficiencies or errors, correcting any incompatibilities, and checking output.
  • Assist with managing the issuance of all transaction documentation including checking quote(s)/binder(s)/policy(ies) for accuracy per CRC guidelines, premium audits and endorsement issuance.
  • Assist with the setup & calculation of premium audits based on carrier guidelines and client data
  • Manage incoming calls from producers and companies.
  • Communicate policy changes, premium audits and related endorsements to markets.
  • Maintain clear records of invoicing premiums and tracking outstanding funds.
  • Maintain detailed files by uploading and organizing electronic paperwork/correspondence.
  • Maintain good working relationships with carriers and clients.
  • Maintain current knowledge of the insurance industry through regular attendance at workshops, seminars, and/or continuing education.

EDUCATION AND EXPERIENCE

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.

  • Bachelor’s Degree with Accounting/Finance focus preferred, or equivalent office experience in an administrative role.
  • Minimum 3 years’ experience within the fields of Insurance, accounting/finance or business.

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • Current state specific insurance license required within 6 months of hire.

FUNCTIONAL SKILLS

  • Wholesale brokerage experience preferred but not necessary.
  • Advanced knowledge of MS Office applications such as MS Excel and Word.
  • Possess a keen attention to detail with strong analytical, numeracy and organizational skills.
  • Exceptionally self-motivated, with the ability to review information, make decisions, and manage time effectively with minimal to no supervision.
  • Excellent verbal and written communication skills, including the ability to work well independently or in a team environment.
  • Ability to plan, organize, manage multiple priorities, and re-establish priorities in workflow as business needs change.
  • The ability to develop technical understanding of Property/Casualty coverages and manuscript forms.

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

Top Skills

Excel
Ms Word
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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