CRC Insurance Services

Program Manager

• Own end-to-end program management for assigned Risk Solutions initiatives, from initial planning through production launch and ongoing operations
• Develop and maintain detailed project plans, milestone schedules, and accountability frameworks; proactively identify and escalate risks, dependencies, and competing priorities to senior leadership
• Coordinate execution of portfolio initiatives, carrier consolidation and leakage capture strategies, and solution economics strategies in partnership with production, underwriting, and capacity management teams
• Manage new program development workstreams, translating portfolio data, market intelligence, partner feedback, and strategic priorities into actionable execution plans
• Ensure clean transitions from program build to steady-state operations, with documented workflows, established reporting baselines, and trained stakeholders in place at launch
• Serve as the primary operational point of contact with carrier partners, capital providers, algorithmic underwriting platforms, and other capacity sources on assigned workstreams
• Manage intake workflows, qualification processes, and issue resolution across program phases; coordinate with technology and operations teams on systems integration and workflow automation
• Track initiative economics, including GWP, access fee accruals, commission structures, and capacity participation terms; identify opportunities to improve performance and expand support across the Risk Solutions platform
• Ensure consistency in contract terms, reporting standards, and economic attribution across multi-carrier and multi-vehicle program structures
• Serve as the day-to-day coordination point for internal stakeholders across production, underwriting, capacity management, finance, actuarial, and technology on assigned Risk Solutions initiatives
• Coordinate with external advisory partners, technology vendors, carrier and capital partners, and other market participants on deliverables, structuring needs, and timeline commitments
• Prepare and distribute regular status updates, milestone trackers, and performance dashboards for Risk Solutions leadership
• Maintain clear, consistent communication across a broad stakeholder set spanning multiple CRC divisions and external parties; ensure no workstream falls through the gaps between teams
• Document and maintain standard operating procedures, program onboarding templates, and workflow documentation for each initiative as it transitions to steady state
• Support development of management reporting and executive briefing materials related to program progress, economics, and performance
• Maintain program risk registers and escalation logs; provide leadership with consistent, decision-ready visibility into program status across all active workstreams
• Contribute to the broader Risk Solutions operations workstream, taking on additional program scope as the initiative portfolio and team expand.

Risk Solutions Program Management

Underwriter

• 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.

Underwriting Team Assistant I

QA Engineer

• Responsible for testing rate modules and reviewing benefit input for accuracy
• Includes developing new test plans and test cases for the rate modules and components being developed or supported as well as following existing test cases
• Utilizes optimal review methods for auditing plan and rate data to verify and measure accuracy within the rate modules
• Executes multiple testing scenarios to determine the exactness of our rate module as it compares to our carrier partners rating tools
• Reviews and compares large amounts of financial rate data to determine that accurate reporting outputs are being produced
• Monitors continual updates and changes to all rating applications and makes necessary updates to any QA documentation used in ongoing testing
• Tracks and maintains discrepancy and error resolution reports
• Additional responsibilities may include the testing of new system enhancements for functionality and debugging purposes
• Occasional long, irregular hours

Quality Assurance Analyst – Temporary

Vice President

• Underwrites new and renewal business
• Approves policy changes
• Maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures
• Provides leadership to a production/underwriting team
• Provides high quality professional service to Agents and Carrier Partners
• Meet or exceed production goals as assigned by manager
• Supervise a multi-person team ensuring all pertinent information is communicated
• Develop and maintain excellent relationships with clients
• Market all products and services to clients
• Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business
• Approve and disapprove endorsement requests according to internal and Company guidelines
• Monitor accounts to ensure compliance with the firm's policies and procedures
• Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success
• Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately
• Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions
• Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external
• Maintain necessary licenses to produce business

Assistant Vice President

• Lead underwriting strategy and decision-making for complex risks
• Manage and oversee underwriting operations
• Monitor portfolio performance and adjust underwriting practices
• Provide leadership, direction, and oversight to underwriting teams
• Serve as an escalation point for complex underwriting issues
• Develop and maintain strong relationships with brokers, agents, and market partners
• Coach, mentor, and develop underwriting staff
• Evaluate market trends, competitor activity, and data insights

Underwriting Team Lead

Operations

• Support the Financial Operations (FinOps) team
• Assist in monitoring and analyzing cloud usage
• Prepare cost reports and dashboards
• Help maintain FinOps workflows
• Support monthly forecasting exercises
• Collaborate with engineering and finance teams

FinOps Analyst Intern

Manager

• Provide operational oversight for offshore support functions;
• Ensure operational efficiency and compliance;
• Act as liaison between offshore teams and internal stakeholders;
• Assist with standardization and support automation initiatives;
• Lead continuous evaluation of workflows for efficiency;
• Manage onboarding for new markets and system users;
• Oversee the acquisition and maintenance of user credentials;

Vendor Manager

Account Executive

• Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition.
• Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth.
• Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services.
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
• Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
• Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
• Effectively market to agents/brokers and encourage them to place their clients’ business with us by coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers.
• Providing “just in time” sales expertise to maximize results.
• Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.

Benefits Sales Executive

• Manage accounts from submission through binding, including coordinating all required documentation and communications
• Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business
• Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions
• Select appropriate carriers and manage the marketing process for assigned accounts
• Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions
• Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines
• Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate
• Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities
• Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships
• Conduct research and prepare account or market analysis to support client and business development efforts
• Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training

Product Manager

• Lead their delivery team’s priorities in PI planning, sprint planning, and other agile ceremonies; aligned to larger experience platform priorities and vision defined by product management
• Align with product managers to clearly articulate product strategy to the delivery team
• Deliver new experiences by working directly with delivery, experience design, business, and operations partners to design new products and improvements to existing capabilities
• Author and maintain the team’s backlog of user stories and serve as a subject matter expert on features, user stories, and product capabilities
• Perform triage on critical issues and communicate consistently and clearly with all concerned parties
• Serve as key resource to development team to answer questions, provide clarifications, and conduct and coordinate business validation, focusing on fitness for use
• Update leadership on the epic and feature delivery schedule, including dependencies impacting deliverables, along with recommended solutions
• Partner with solution architects and other technical leads to ensure their solutions effectively address program priorities while balancing client experience and technical integrity
• Facilitate sprint planning with stakeholder groups to drive alignment and visibility for which features will be built when, and to ensure overall adherence to the product roadmap and enterprise strategic themes
• Facilitate sprint demos and provide final acceptance for completed user stories in sprint demos; ensuring that the story meets acceptance criteria and otherwise meets its definition of done
• Co-ordinate the creation of release-specific business documents, such as support model definitions, go/no-go approvals, internal release notes, and release-related living documents
• Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met
• Partner with product manager on evidence to support recommendations.

Digital Distribution Product Owner

Customer Support

• Manage the end-to-end RFP process, ensuring timely, accurate, and high-quality proposal submissions.
• Use quoting platforms and tools to pull rates and benefit information and format data into clear, professional proposals.
• Work directly with carrier partners to request and secure underwritten quotes.
• Create and maintain proposal documents that align with company branding and compliance standards.
• Collaborate with the sales team to understand client needs and tailor proposal content accordingly.
• Maintain strong attention to detail when compiling and presenting benefit data.
• Demonstrate advanced Microsoft Excel skills for rate analysis, comparisons, and data integrity.
• Prioritize and manage multiple proposals simultaneously, ensuring on-time delivery under tight deadlines.
• Exhibit excellent written communication and customer service when interacting with internal stakeholders and external partners.
• Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details, pulling Summary of Benefits and Coverage (SBC) documents, and assembling benefit booklets and sales packets.

Sales Support Representative, Employee Benefits

Business Analyst

• Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications
• Evaluates 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
• Contact agents/brokers to request additional information when a case has been reviewed
• Generate quotes based on actual enrollment to ensure accurate premiums are being sent to the carrier
• Notify agents/brokers of overdue premium payments and status of cases
• Adhere to Company confidentiality standards of information
• Assist in processing broker of record change letters and licensing for agents to assure new agents are correctly paid
• Answer necessary Broker questions
• Keep abreast of medical conditions/terminology and insurance products