Underwriting Team Assistant I

CRC Insurance Services

Underwriting Team Assistant supporting the servicing of insurance policies and managing account documentation. Collaborating with agents and following company guidelines for policy management.

Posted 7/7/2026full-timeRemote • Washington • 🇺🇸 United StatesJunior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial multi-line underwriting and rating, with a strong ability to analyze insurance policies and manage documentation according to company and statutory requirements. Proven track record in maintaining relationships with carriers and agents while adhering to internal procedures.

Highest-signal resume keywords

Wholesale Insurance ExperienceState Specific Insurance LicenseCommercial Multi-Line UnderwritingCarrier Software ProficiencyTeam Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy EvaluationPolicy Servicing RequestsFile ManagementInvoice ProcessingCancellation Notices ProductionUnderwriting File ManagementPending/Suspense System MaintenanceInsurance Policy AnalysisPremium Finance Notices HandlingNew Submission Establishment

Soft Skills

Excellent Written SkillsExcellent Verbal SkillsRelationship BuildingTeamworkAdaptability

Certifications & Qualifications

State Specific Insurance License

Industry Keywords

Insurance Industry KnowledgeUnderwriting Clerk ExperienceGeneral Insurance ExperienceStatutory RequirementsContractual Requirements

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 established 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 a 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 carrier software
Ability to develop, foster, and maintain an excellent working relationship with carriers and agents
Ability to work in a team environment essential
Maintain current knowledge of the insurance industry
Good written and verbal skills
Ability to work extended hours when necessary

Benefits

Comp & perks

medical, dental, vision, life, disability, and AD&D insurance
tax-advantaged savings accounts
401(k) plan with company match
generous paid time off programs
company holidays
vacation and sick days
new parent leave