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CRC Benefits - New Business Processing Associate (Remote)

Role overview

Qualifications

  • High School diploma or equivalent
  • Minimum of one (1) year of underwriting or related group health insurance experience
  • Working knowledge of medical conditions/terminology and insurance products
  • Strong knowledge of Microsoft Office

Responsibilities

  • Evaluates new case and add-on risks for timely and quality underwriting
  • Enrolling new groups and members on carrier’s online systems
  • Contacting agents/brokers for additional information after case review
  • Notifying agents/brokers of overdue premium payments and case statuses

Key facts

  • Remote from: California (USA)
  • Full time
  • Junior (1-2 years)
  • Business Development Associate
  • English

Hard skills

Other skills

  • Microsoft Excel
  • Client Confidentiality
  • Communication
  • Time Management
  • Teamwork

About the company

CRC Insurance Services logo

CRC Insurance Services

Insurance Brokerage & Agencies

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

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:

This role works with employee health insurance brokers and carriers to evaluate new cases and ensure timely approval and processing of applications.

This is a remote role; however, successful candidates must live on the west coast. Our teams collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight and our parent company, CRC Group is currently certified as a Great Place To Work! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

REQUIRED RESPONSIBILITIES

  • Evaluates new case and add-on risks, assuring timely and quality underwriting by:
    • Evaluating enrollment materials and detailed medical records to determine underwriting actions.
    • Enrolling new groups and members on carrier’s online systems.
    • Reviewing final rates, benefit options, and underwriting requirements.
    • Contacting agents/brokers when a case has been reviewed to request additional information.
    • Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier.
    • Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn.
    • Adhering to Company confidentiality standards of information.
  • Assists in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier.
  • Answers necessary Broker questions.
  • Keeps abreast of medical conditions/terminology and insurance products.
  • Other projects as assigned
  • Occasional long, irregular hours.
  • Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.

REQUIRED QUALIFICATIONS

  • High School diploma or equivalent, with a minimum of one (1) year of underwriting or related group health insurance experience.  Associate degree preferred.
  • Working knowledge of medical conditions/terminology and insurance products.
  • Basic understanding of underwriting principles.
  • Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer.
  • Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
  • Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.
  • Negotiate with agents and brokers.
  • Maintain complete confidentiality of information.
  • Determine when problems should be escalated.
  • Work in and contribute to a positive team environment.
  • Complete tasks on time while managing multiple tasks simultaneously.

The annual base salary for this position is $65,000.00 - $75,000.00.

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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