Underwriting Assistant

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Underwriter

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

⚕️ Healthcare Insurance

Insurance • Healthcare Insurance • Construction

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.

📋 Description

• Coordinates the servicing of new and renewal accounts from the time of binding in accordance with company and carrier guidelines • Prepares invoices and policy documentation, supports underwriting and rating activities, and proactively identifies and resolves issues • Underwrite renewal business with minimal supervision and escalate exceptions as needed • Clearly explain liability and program coverages to clients and prospective clients • Provide day-to-day guidance and instructions to underwriting clerks and policy typists • Review policies, endorsements, audits, and cancellations; resolve discrepancies and coordinate corrections • Conduct rating for new and renewal business using approved methodologies and tools • Manage account documentation, ensuring completeness, accuracy, and proper retention • Review and process policy servicing requests, including endorsements, audits, carrier requests, certificates, premium finance notices, and cancellations • Invoice and process new business and renewal binders, premium-bearing endorsements, and cancellations • Establish new submissions in the clearance system and route/handle them per established procedures • Produce cancellation and non-renewal notices in compliance with requirements • Maintain underwriting files for accounts where policies are not issued and ensure appropriate follow-up and documentation • Maintain pending/suspense and diary systems to track open items, deadlines, and required actions • Maintain account files in accordance with company policy and audit readiness standards. • Perform other duties as assigned to support underwriting operations and service commitments.

🎯 Requirements

• High school diploma or equivalent education is required • Associate degree or equivalent work experience is preferred • State-specific insurance license is required; additional designations may be preferred based on role scope and jurisdiction • Working knowledge of commercial multi-line underwriting concepts • Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines • Proficiency with underwriting and policy administration automation, including Windows-based applications, Delphi, Microsoft Word, DocuCorp, and Rackley ISO Rating Software • Strong documentation and file management skills with attention to detail, accuracy, and compliance • Effective written and verbal communication skills • Ability to prioritize, track pending items, and meet deadlines in a high-volume environment.

🏖️ Benefits

• Access to 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 • Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.