Brokerage Support Associate

2 weeks ago

Houston, Texas, United States CRC Group Full time
Position Overview:

This role is outlined below. To proceed with your application, please click the Apply button located at the top or bottom of this page. You will need to create an account or log in to an existing one.

Assistance Available:
If you require support during the application process due to a disability, you may request a reasonable accommodation. Please reach out to Accessibility for assistance related to accommodation requests only.

Employment Type:
Regular

Language Requirement:
English (Required)

Work Schedule:
1st shift (United States of America)

Job Responsibilities:

This position acts as a vital partner to Brokers, delivering exceptional support for all policies and key accounts. The role focuses on providing high-quality service to agents and insurance companies.

Key Responsibilities:
Below is a summary of the essential functions for this position. Additional duties may be assigned, both major and minor, which are not listed here. Specific tasks may evolve over time.

  • Respond swiftly to all inquiries from the brokerage team, underwriters, or retailers concerning account servicing matters.
  • Assist with renewals and endorsements by managing all company correspondence promptly.
  • Build and maintain professional relationships with clients and underwriters to foster new and ongoing business connections.
  • Oversee all account documentation.
  • Initiate and coordinate renewal processes for assigned accounts.
  • Issue cancellation and non-renewal notifications in accordance with statutory and contractual obligations.
  • Review policies, endorsements, audits, reporting forms, and cancellations, initiating necessary corrections to ensure accuracy in dates, coverage, signatures, commissions, premiums, and attachments.
  • Facilitate effective communication between agents and underwriters.
  • Maintain a suspense system and follow up on the receipt of policies, endorsements, and correspondence from external sources.
  • Process binders, invoices, and tax filings, forwarding binders and invoices to the agent.
  • Monitor financial aspects (payments, collections, taxes, etc.), proactively anticipating and addressing potential issues.
  • Support Brokers with various tasks as needed.
  • Stay informed about current trends and developments in the insurance industry.
Qualifications:

Required Qualifications:
The qualifications listed below represent the knowledge, skills, and abilities required for this role. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

  • Minimum of one year of retail insurance experience.
  • Possession of a Texas Insurance License.
  • Experience as a Technical Assistant or three years of general insurance experience.
  • Ability to comprehend and analyze essential components of insurance policies.
  • Capability to make independent decisions in line with company guidelines with minimal supervision.
  • Strong organizational, time management, and attention to detail skills.
  • Comprehensive knowledge of the insurance sector.
  • Ability to maintain professionalism and tact in all interactions.
  • Leadership skills to positively influence fellow assistants.
  • Excellent interpersonal abilities.
  • Strong verbal and written communication skills.
  • Proficient computer and office skills.
  • Willingness to work extended hours when necessary.
Preferred Qualifications:

  • A college degree with a focus on business or equivalent work experience.
Benefits Overview:

All regular employees (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though specific eligibility may vary based on the division of CRC Group offering the position.

CRC Group provides medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-advantaged savings accounts, along with other voluntary benefits.

All regularly scheduled employees (not temporary or contingent workers), regardless of hours worked, can contribute to a 401(k) savings plan, with eligibility for company matching contributions after one year of service and reaching age 21.

Employees receive a minimum of 10 days of vacation (prorated based on hire date and full-time or part-time status) during their first year, in addition to 10 sick days (also prorated) and paid holidays.

For further details on CRC Group's generous benefits, 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 CRC Group in the form of profits interest or capital interest.

As you progress through the hiring process, you will learn more about the specific benefits available for any non-temporary position based on full-time or part-time status, position, and division of work.

CRC Group is committed to a diverse workforce and is an Equal Opportunity Employer, ensuring no discrimination based on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.

CRC Group maintains a Drug-Free Workplace.


EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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