Underwriting Team Assistant I

CRC Insurance Services

Underwriting Team Assistant handling insurance policy servicing and documentation. Evaluating accounts and ensuring compliance with company guidelines in a collaborative environment.

Posted 5/1/2026full-timeRemote • Arizona • 🇺🇸 United StatesJunior💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
Manage file and account documentation.
Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
Establish New Submissions in the clearance system and handle according to established procedures.
Produce cancellation and non-renewal notices according to statutory and contractual requirements.
Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal procedures.
Maintain pending/suspense system per established procedures.
Maintain account files in accordance with company policy.
Perform other duties as assigned.

Requirements

What you’ll need

One year of wholesale insurance experience
State specific Insurance License
Experience as an underwriting clerk or three years of general insurance experience
Must be able to understand and analyze necessary components of insurance policies
Must have knowledge of commercial multi-line underwriting and rating
Must have ability to use carrier software
Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
Ability to work in a team environment
Maintain current knowledge of the insurance industry
Good written and verbal skills
Ability to work extended hours when necessary

Benefits

Comp & perks

Health insurance
401(k) plan with company match
Generous paid time off programs
Company holidays
Vacation days
Sick days
New parent leave
Tax-advantaged savings accounts
Life insurance
Disability insurance
AD&D insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

policy servicingunderwritingcommercial multi-line underwritinginsurance policy analysisinvoice processingfile managementcancellation processingpremium financeaudit managementdocumentation management

Soft Skills

relationship buildingteamworkcommunicationanalytical skillsattention to detailproblem-solvingorganizational skillsadaptabilitytime managementcollaboration

Certifications

State specific Insurance License