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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 Policy Issuance Offshore Support II role is responsible for performing intermediate-level policy documentation and processing tasks in support of underwriting and client servicing functions. This position ensures accuracy, compliance, and timely delivery of policy documents and endorsements, while adhering to established company standards and regulatory requirements. The role operates under moderate supervision and contributes to process efficiency, quality control, and service level agreements within a shared service or offshore operations model.
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.
• Review underwriting instructions and prepare policy documents accurately according to established guidelines.
• Validate coverage details, limits, and premium data against source systems for accuracy prior to issuance.
• Process endorsements, renewals, and cancellations in alignment with compliance and company standards.
• Collaborate with onshore teams to resolve discrepancies and fulfill document requests in a timely manner.
• Maintain and update policy records in core processing systems to ensure data integrity.
• Adhere to service level agreements (SLAs) and turnaround times for policy issuance and related workflows.
• Support continuous improvement initiatives by identifying process gaps or inefficiencies.
• Ensure compliance with regulatory requirements and internal audit controls for all policy documentation.
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; associate degree preferred.
• Minimum of 2–3 years of experience in insurance policy processing, issuance, or related operational support roles.
• Familiarity with property and casualty insurance products and terminology.
• Experience working in shared services, BPO, or offshore delivery environments is beneficial.
• Proficiency in policy administration systems and Microsoft Office Suite.
• Strong attention to detail to ensure accuracy in policy documents.
• Ability to interpret and apply underwriting instructions and guidelines.
• Effective communication and collaboration skills for working across distributed teams.
• Time management and organizational skills to meet SLAs and multiple priorities.
• Problem-solving aptitude to address discrepancies or data issues promptly.
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.
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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.
