Team Assistant II

Crc Insurance Services - Ridgeland, MS

Part-time,Full-time

Ridgeland, MS

Insurance Carriers and Related Activities

About the position

The position involves managing the servicing of new and renewal insurance accounts, ensuring compliance with company guidelines, and providing high-quality service to agents and companies. The role requires evaluating policies, handling discrepancies, and maintaining documentation while fostering strong relationships with carriers and agents.

Responsibilities

• Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
• Handle rating of new business and renewals.
• Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
• Manage file and account documentation.
• Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
• Establish New Submissions in the clearance system and handle according to established procedures.
• Produce cancellation and non-renewal notices according to statutory and contractual requirements.
• Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
• Maintain pending/suspense system per established procedures.
• Maintain account files in accordance with company policy.
• Perform other duties as assigned.

Requirements

• Five years of wholesale insurance experience.
• State specific Insurance License.
• Ability to understand and analyze necessary components of insurance policies.
• Ability to read, understand and apply carrier guidelines for underwriting.
• Knowledge of commercial multi-line underwriting and rating.
• Ability to use carrier software.
• Ability to develop, foster, and maintain an excellent working relationship with carriers and agents.
• Ability to work in a team environment.
• Maintain current knowledge of the insurance industry.
• Excellent verbal and writing skills.
• Ability to work extended hours when necessary.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)