CRC Insurance Services Logo

CRC Insurance Services

Technical Assistant

Posted 3 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC
Entry level
In-Office
Charlotte, NC
Entry level
This role involves providing clerical support to Brokers, maintaining account files, proofing documents, and interacting with clients and team members.
The summary above was generated by AI

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.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:

Provides clerical support to Brokers for all policies and key accounts.

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.
1. Support Brokers and team with clerical duties as needed.
2. Proof endorsements, audits, reporting forms, and cancellations; initiate necessary corrections ensuring accuracy of dates, coverage, signature, commission, premium, attachments, etc.
3. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
4. Maintain account files in accordance with established procedures.
5. Provide basic information to clients as requested.
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.
1. High school diploma or equivalent experience
2. Good organizational, time management, and detail skills
3. Ability to maintain a high level of tact and professionalism
4. Ability to interact with employees at all levels of the organization
5. Strong verbal and written communication skills
6. Strong computer skills
7. Ability to work overtime as needed
8. Desires Skills:
9. Some college
10. Wholesale insurance experience

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

Top Skills

Computer Skills

Similar Jobs

13 Hours Ago
Hybrid
3 Locations
340K-500K Annually
Expert/Leader
340K-500K Annually
Expert/Leader
Fintech • Financial Services
Lead the Payment Product Management function at Wells Fargo, overseeing strategy, innovation, and delivery of payment products across client segments. Collaborate with stakeholders and drive product development.
Top Skills: Data AnalyticsLiquidity ManagementPaymentsTreasury Services
Senior level
Fintech • Financial Services
The role involves conducting due diligence research on high-risk customers, analyzing transaction data, and reporting on financial crimes risks, while managing and collaborating with various teams on compliance-related tasks.
Top Skills: Bsa/Aml ProgramsExcel
13 Hours Ago
Hybrid
5 Locations
Senior level
Senior level
Fintech • Financial Services
Responsible for leading cross-functional teams in capacity planning, performing complex data analysis, and developing strategic business solutions.
Top Skills: EwfmExcelNice Iex)OraclePower BISASSQLTableauTeradataWfm Tools (Aspect

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account