Commercial Lines Underwriting Assistant
Frank Winston Crum Insurance · Clearwater, FL · 1 mo ago
FinanceFull-time
The Role You’ll Play to Create Success
- Determines pricing and risk selection within their authority.
- Processes accurate work items received from agents, customers, and service providers.
- Orders inspections reports and sends out recommendation letters.
- Issues notices such as Nonrenewal, Cancellation and Reinstatements
- Follows up with agents for outstanding requirements.
- Researches and reviews databases, reports, policy information and other on-line sources to perform required tasks.
- Processes and services new and renewal business within authority level.
- Processes change requests for coverage modifications, updates to policy, and process cancellations within authority level and as instructed.
- Participates in project work including but not limited to research, policy clean-up, and project quality review.
- Participates in system testing related to the Underwriting.
- Affords assistance with agency and customer communications via email and other approved methods of communication.
- Updates policies as approved by Underwriting.
- Stays abreast of changing department procedures and processes.
- Uses current systems effectively and follows set procedures.
- Affords assistance with administrative tasks such as data entry, document management and file maintenance as directed by supervisor.
- Maintains department quality standards by assisting your team to achieve service/quality levels and targets.
- Ensures timely and accurate data entry of policy files.
- Maintains a monitor of e-mail box for communications from agents and customers.
The Attributes We Seek
- Working knowledge of various lines of business and insurance coverages.
- Knowledge of commercial casualty underwriting practices is preferred.
Our Competitive Benefits
- Health Insurance is zero dollar paycheck cost for employee's coverage and a low cost for family plan.
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education Benefit Program at the IRS Maximum allowance
- PTO cash out
- Tickets at Work
- Alero Financial and its robust credit union benefits program
- Employee and client referral bonus programs
- Disaster Relief Fund for employees
What’s Special About FrankCrum
- A family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida.
- This “family of employer solutions” employs approximately 400 people who serve over 4,000 clients throughout the United States.
- FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family.
- By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
- The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices.
- The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties.
- Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row!
- FrankCrum also supports several community efforts through Trinity Café, the Homeless Empowerment Program, and Clearwater Free Clinic!