Policy Issuance Associate

3 weeks ago

Sumter, South Carolina, United States CRC Insurance Services Full time

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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:

Performs policy issuance duties when needed by administering timely and accurate policy issuance process that is consistent with compliance and performance standards.

ESSENTIAL DUTIES AND 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.
1. Develop working knowledge while issuing policies according to company and carrier guidelines.
2. Assist underwriter with meeting or exceeding production goals as assigned.
3. Develop and maintain client, carrier and agent relationships through timely, accurate service
4. Audit, correct, and verify all necessary information prior to policy issuance.
5. Monitor accounts to ensure compliance with company's policies and procedures and seek appropriate action from Policy Issuance Specialist Lead or Supervisor for correction when necessary.
6. Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.
7. Conduct ratings as necessary to ensure policy information is accurate.
8. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
9. Forward to policy servicing inquiries made at carrier requests to the Quality Control for handling.
10. Maintain necessary licenses to produce business.
11. Perform other duties as assigned.
QUALIFICATIONS
Required Qualifications:
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.
1. High School diploma or equivalent work experience
2. Current state specific license require within 90 days
3. Ability to develop, foster and maintain good working relationships with clients
4. Ability to work in a team environment
5. Ability to use company automation to include in-house proprietary system
6. Ability to plan, organize and manage multiple priorities
7. Ability to review information, make decisions and manage time effectively with minimal supervision
8. Ability to meet deadlines and work well under pressure
9. Good written and verbal skills
10. Ability to work extended hours when necessary
Preferred Qualifications:
1. Property and Casualty Insurance experience

General Description of Available Benefits for Eligible Employees of TIH:
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 Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.

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

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