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Policy Services Representative

CRC Group
Flower Mound, USA
Full-time
Mid
Onsite
Discovered 2 weeks ago
Communication

Full Job Posting

KEY RESPONSIBILITIES:

  • Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines. • Review documentation for accuracy and completeness before submission or policy issuance. • Maintain policy records and documentation in system databases accurately and efficiently. • Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements. • Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent. • Assist in preparing reports, summaries, and correspondence related to policy servicing activities. • Ensure adherence to company policy, regulatory requirements, and service-level agreements.
  • Process policy changes, endorsements, cancellations, and reinstatements in accordance with company guidelines.
  • Review documentation for accuracy and completeness before submission or policy issuance.
  • Maintain policy records and documentation in system databases accurately and efficiently.
  • Respond to inquiries from agents, brokers, and internal teams regarding policy status or documentation requirements.
  • Collaborate with underwriting and claims teams to ensure policy servicing aligns with underwriting intent.
  • Assist in preparing reports, summaries, and correspondence related to policy servicing activities.
  • Ensure adherence to company policy, regulatory requirements, and service-level agreements.

EDUCATION AND EXPERIENCE

  • The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
  • High school diploma or equivalent is required. • 2 or more years of experience in insurance operations, policy servicing, or a related administrative role. • Demonstrated understanding of policy administration processes and systems.
  • Fluent in English and Spanish (preferred)
  • Auto insurance knowledge (preferred)
  • CERTIFICATIONS / LICENSES / REGISTRATIONS
  • General Lines P&C Agent License
  • FUNCTIONAL SKILLS
  • Strong attention to detail and accuracy in handling documentation and data entry. • Proficiency in policy administration systems and Microsoft Office applications. • Effective written and verbal communication skills for internal and external interactions. • Ability to prioritize tasks and manage time in a high-volume, deadline-driven environment. • Problem-solving skills to resolve discrepancies in policy servicing activities.
  • General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
  • CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
  • EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
  • High school diploma or equivalent is required.
  • 2 or more years of experience in insurance operations, policy servicing, or a related administrative role.
  • Demonstrated understanding of policy administration processes and systems.
  • Strong attention to detail and accuracy in handling documentation and data entry.
  • Proficiency in policy administration systems and Microsoft Office applications.
  • Effective written and verbal communication skills for internal and external interactions.
  • Ability to prioritize tasks and manage time in a high-volume, deadline-driven environment.
  • Problem-solving skills to resolve discrepancies in policy servicing activities.

Preferred Qualifications

  • Fluent in English and Spanish (preferred)
  • Auto insurance knowledge (preferred)

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