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Placing You First.
Underwriting Assistant
Location
Florida
Posted
1 day ago
Salary
0
Seniority
Senior
Job Description
Underwriting Assistant
CRC Insurance Services
• 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.
Job 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.
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