Insurance Account Support Specialist

2 weeks ago

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

This role involves providing exceptional support to Brokers, ensuring all policies and key accounts are managed effectively. The successful candidate will deliver high-quality service to agents and insurance companies.

Key Responsibilities:

Below is a summary of the primary functions associated with this position. Additional tasks may be assigned as necessary.

  • Respond swiftly to inquiries from the brokerage team, underwriters, or retailers concerning account service matters.
  • Assist with renewals and endorsements by managing all company communications promptly.
  • Establish and maintain professional relationships with clients and underwriters to foster new and ongoing business opportunities.
  • Oversee all account documentation meticulously.
  • 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, and reporting forms, making necessary adjustments to ensure accuracy.
  • Facilitate communication between agents and underwriters.
  • Maintain a suspense system and follow up on the receipt of policies and correspondence from external sources.
  • Process binders, invoices, and tax filings, ensuring timely forwarding to agents.
  • Monitor financial aspects (payments, collections, taxes) to anticipate and mitigate potential issues.
  • Support Brokers with various tasks as required.
  • Stay informed about developments in the insurance sector.
Qualifications:

Required:

The qualifications listed below are indicative of the knowledge, skills, and abilities necessary for this role. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

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

  • A college degree in business or equivalent professional experience.
Benefits Overview:

Eligible employees working 20 hours or more per week can access a range of benefits, which may vary by division.

Benefits include medical, dental, vision, life insurance, disability coverage, and tax-advantaged savings accounts, among other voluntary options.

All regularly scheduled employees can contribute to a 401(k) savings plan, with eligibility for company matching contributions after one year of service.

Employees receive a minimum of 10 days of vacation and 10 sick days annually, along with paid holidays.

For further details on the benefits available, please refer to the company's Benefits site.

This position is part of CRC Group, an Equal Opportunity Employer committed to a diverse workforce and does not discriminate based on race, gender, religion, citizenship, age, sexual orientation, disability, veteran status, or any other classification protected by law.

CRC Group maintains a Drug-Free Workplace.

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