New Business Processing Associate
CRC Insurance Services
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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About the role
- Evaluates new case and add-on risks, assuring timely and quality underwriting
- Evaluating enrollment materials and detailed medical records to determine underwriting actions
- Enroll new groups and members on carrier’s online systems
- Review final rates, benefit options, and underwriting requirements
- Contacting agents/brokers when a case has been reviewed to request additional information
- Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier
- Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn
- Assists in the processing of broker of record change letters and licensing for agents
Requirements
- High School diploma or equivalent
- Minimum of one (1) year of underwriting or related medical insurance experience
- Associate degree (preferred)
- Working knowledge of medical conditions/terminology and insurance products
- Basic understanding of underwriting principles
Benefits
- Medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingmedical records evaluationenrollment processingpremium calculationrisk assessmentquote generationbroker communicationcase reviewinsurance product knowledgeunderwriting principles
Certifications
High School diplomaAssociate degree