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Underwriting Assistant
Underwriting Assistant-March 2024
Virtual
Mar 28, 2026
About Underwriting Assistant

  The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

  Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

  If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

  Regular or Temporary:

  Regular

  Language Fluency: English (Required)

  Work Shift:

  1st shift (United States of America)

  Please review the following job description:

  Invoices policies, coordinate the servicing of new and renewal accounts from the time of binding according to Company guidelines and anticipate/prevent issues and problems as necessary. Provides high quality professional service to Agents and Companies.

  ESSENTIAL DUTIES AND 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.

  Underwrite renewal business with minimal supervision of an underwriter.

  Accurately explain liability and other program coverages to clients and prospective clients.

  Provide necessary instruction to Underwriting Clerks and Policy Typists.

  Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.

  Conduct Ratings for new and renewal business.

  Manage all account documentation.

  Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).

  Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and Company 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.

  QUALIFICATIONS

  Required Qualifications:

  The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  College degree with a concentration in business or equivalent work experience

  One year of wholesale insurance experience

  State specific Insurance License required

  Underwriting Clerk experience 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 company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software

  Ability to develop, foster, and maintain an excellent working relationship with clients

  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

  The annual base salary for this position is $46K - $60K

  General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  CRC 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 is a Drug Free Workplace.

  EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

  CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .

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