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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Broker Assistant supports brokerage outcomes by coordinating market-facing activity and ensuring timely, accurate execution across placement and servicing. This role provides administrative, documentation, and operational support to Brokers and sales teams, enabling efficient handling of policies and key accounts. The core function of this role centers on service execution, documentation quality, and workflow coordination while delivering high-quality support to agents, carriers, and internal partners.
KEY RESPONSIBILITIES
Followingis a summary of the essential functions for this jobOther duties may be performed, both major and minor, which are not mentioned belowSpecific activities may change from time to time
Support the placement and servicing process by preparing submissions, endorsements, quotations, and policy documentation
Coordinate account activity by managing correspondence,facilitatingcommunication between agents, carriers, and internal teams, and ensuringtimelyexecution of requests
Manage account servicing responsibilities, including renewals, cancellations, endorsements, and policy changes while ensuring compliance with company and regulatory requirements
Maintainaccuratesystems, records, and documentation to support policy lifecycle management and audit readiness
Monitor account activity, including billing, collections, and documentation flow, toidentifyand resolve potential issues proactively
Provide high-quality service to agents, carriers, and internal stakeholders while supporting Brokers and production teams in meeting business objectives
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge,skilland/or ability requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent is typicallyrequired
Experience within insurance, account servicing, or administrative support roles preferred
Foundational experience in policy documentation, account coordination, or customer service environments
Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership
CERTIFICATIONS, LICENSES, REGISTRATIONS
State-specific insurance licenserequiredor expected to be obtained based on role responsibilities.Additionalcertifications may be encouraged to support career progression.
FUNCTIONAL SKILLS
Strong organizational and time management skills with ability to manage multiple priorities
Attention to detail and accuracy in documentation, policy processing, and system updates
Knowledge of insurance processes, policy structures, and servicing workflows
Strong interpersonal and communication skills with ability to interact effectively with agents, carriers, and team members
Problem-solving skills with ability toanticipateissues and support resolution
Proficiencyin office systems, tools, and administrative processes
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
CRC Group is all about progress.
CRC Group is a leading, fully independent pure-play brokerage and underwriting specialty insurance distributor. Our teams offer highly personalized service fueled by efficient distribution, local relationships, and data-driven insights across the risk spectrum. Our mission is to give our people and businesses the scope, resources, and support they need to be their best.
The power to achieve more.
United by our shared core values and client-first approach, our specialty wholesale and underwriting insurance businesses work across all markets, serving a wide range of clients.
With an independent spirit fueling our people, the most advanced industry technology at their fingertips, and an unwavering commitment to doing things right, CRC Group is your secret weapon, ensuring nothing gets in the way of your success.
Our core values add real value.
Our ambition is to be the best specialty insurance distributor you'll ever work with. Doing that means focusing relentlessly on you and your clients. We've boiled our approach down to three values. They define our culture, guide our actions, and get results for you.
Placing you first.
We're all about your success. Whether you're a retail broker, a carrier partner, or one of our talented team who makes our business tick.
Always seeking better.
No matter how good our products and services are, we look for ways we can make them even better. We identify, invest in, and deliver them.
Doing it right.
There's no substitute for discipline in insurance, so we never risk the outcome for the sake of doing a deal. Doing it right is the only way we'll do it.
CRC Group divisions include: CRC Specialty, CRC Benefits, CRC Underwriting.
