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Broker Assistant

🔥 13 hours ago

🤠 Texas – Remote

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⏰ Full Time

🟡 Mid-level

đźź  Senior

đź‘» Ghost score 10%

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Logo of CRC Insurance Services

CRC Insurance Services

1001 - 5000 employees

Founded 1982

🏨 Hospitality

🏭 Manufacturing

📦 Logistics

Hospitality • Manufacturing • Logistics

CRC Insurance Services is a comprehensive insurance brokerage firm specializing in wholesale insurance solutions. They offer a broad range of services including property, casualty, and professional liability coverage, focusing on providing tailored solutions for various industries such as construction, healthcare, and environmental sectors. By leveraging extensive market access and expert knowledge, CRC aims to meet the unique needs of its clients, ensuring they receive optimal insurance protection and support.

đź“‹ Description

• Support placement and servicing by preparing submissions, endorsements, quotations, and policy documentation • Coordinate account activity by managing correspondence and facilitating communication between agents, carriers, and internal teams • Ensure timely execution of requests • Manage renewals, cancellations, endorsements, and policy changes • Ensure compliance with company and regulatory requirements • Maintain accurate systems, records, and documentation for policy lifecycle management and audit readiness • Monitor billing, collections, and documentation flow • Identify and resolve potential issues proactively • Provide service to agents, carriers, and internal stakeholders • Support Brokers and production teams in meeting business objectives

🎯 Requirements

• High school diploma or equivalent is typically required • Experience within insurance, account servicing, or administrative support roles preferred • Foundational experience in policy documentation, account coordination, or customer service environments • Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership • State-specific insurance license required or expected to be obtained based on role responsibilities • Strong organizational and time management skills • Ability to manage multiple priorities • Attention to detail and accuracy in documentation, policy processing, and system updates • Knowledge of insurance processes, policy structures, and servicing workflows • Strong interpersonal and communication skills • Ability to interact effectively with agents, carriers, and team members • Problem-solving skills • Ability to anticipate issues and support resolution • Proficiency in office systems, tools, and administrative processes • English language fluency required

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Paid company holidays • Vacation days • Sick days • New parent leave • Restricted stock units for eligible positions • Deferred compensation plan for eligible positions

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