Policy Services Assistant

4 weeks ago


Melbourne, Florida, United States CRC Group Full time
Job Summary: We are seeking a highly organized and detail-oriented Policy Services Assistant to join our team at CRC Group. The successful candidate will be responsible for maintaining proper filing systems, coding and creating new business files, and distributing renewal files monthly.

Key Responsibilities:
  • Maintain accurate and up-to-date filing systems for policy files and paper filing
  • Code and create new business files in a timely manner
  • Pull and distribute renewal files monthly to ensure seamless operations
  • Maintain a proper file destruction timeline to ensure compliance
  • Prepare and distribute office mail daily to keep the team informed
  • Provide coverage for the receptionist as needed
  • Assist the Policy Services team with reinstatements and other tasks
  • Order and distribute experience modification worksheets as required
  • Provide backup support for loss run requests

Requirements:
  • High school education or equivalent
  • Ability to work individually and as part of a team to achieve common goals
  • Proficiency in Microsoft Office
  • Ability to learn and customize the Agency Management System
  • Ability to meet service expectations and deadlines

Preferred Qualifications:
  • Insurance industry knowledge

Benefits:
As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive paid holidays, vacation time, and sick leave. For more information on benefits, please visit our website.

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