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Underwriter II

Role overview

Qualifications

  • High school diploma or equivalent required
  • Associate degree preferred or equivalent work experience
  • 1-2 years of experience in insurance operations, underwriting support, or related administrative roles
  • Familiarity with insurance principles or underwriting processes preferred

Responsibilities

  • Assist underwriters in the preparation, issuance, and review of quotes, binders, and policy documents
  • Collect, verify, and organize underwriting data, documentation, and supporting materials
  • Perform data entry and maintain underwriting systems, tables, and files to ensure accurate recordkeeping
  • Monitor underwriting mailboxes, respond to routine inquiries, and follow up on outstanding items from brokers and clients

Key facts

Hard skills

Other skills

  • Microsoft Office
  • Organizational Skills
  • Time Management
  • Problem Solving
  • Detail Oriented
  • Communication

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

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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:

CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.

Provides administrative and operational support to underwriters by processing documentation, maintaining records, and facilitating the preparation of quotes and policies. Ensures accuracy and compliance with company standards and regulatory requirements while supporting the underwriting process to optimize turnaround and service quality.

KEY 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.   

​​• Assist underwriters in the preparation, issuance, and review of quotes, binders, and policy documents. 
• Collect, verify, and organize underwriting data, documentation, and supporting materials. 
• Perform data entry and maintain underwriting systems, tables, and files to ensure accurate recordkeeping. 
• Monitor underwriting mailboxes, respond to routine inquiries, and follow up on outstanding items from brokers and clients. 
• Coordinate with various internal teams, including operations and compliance, to resolve processing issues. 
• Support adherence to underwriting guidelines and assist with audit and quality control activities.​

EDUCATION AND EXPERIENCE 

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 required. 
• Associate degree preferred or equivalent work experience. 
• 1-2 years of experience in insurance operations, underwriting support, or related administrative roles. 
• Familiarity with insurance principles, underwriting processes, or policy administration preferred.​ 


CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• No specific criteria is required.​ 


FUNCTIONAL SKILLS 

​​• Attention to detail and accuracy in data entry and documentation. 
• Proficiency in MS Office applications and ability to learn underwriting systems. 
• Strong organizational and time management skills to meet deadlines. 
• Ability to communicate effectively with internal teams and external partners. 
• Problem-solving skills for resolving administrative or data discrepancies.​ 

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

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MR

Marcus Rivera

Chief Revenue Officer

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