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CRC Group

Broker Assistant Intern

part-time•Castlegar

Summary

Location

Castlegar

Type

part-time

Experience

0-2 years

Company links

WebsiteLinkedInLinkedIn

About this role

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:

Temporary

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies.

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. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
3. Accurately explain coverages and liabilities to agents and/or clients.
4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
6. Manage all account documentation.
7. Initiate and coordinate renewal activity on assigned accounts.
8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
10. Facilitate the flow of information from agents and underwriters.
11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.
14. Provide supervision to Technical Assistants.
15. Assist Associate Brokers and Brokers with duties as needed.
16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

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. One year of wholesale insurance experience
2. State specific Insurance License
3. Technical Assistant experience or three years of general insurance experience
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to make independent decisions following CRC guidelines with minimal or no supervision
6. Good organizational, time management, and detail skills
7. Extensive knowledge of insurance and CRC processes
8. Ability to maintain a high level of tact and professionalism
9. Good leadership skills to influence other assistants in a positive manner
10. Possess strong interpersonal skills
11. Strong verbal and written communication skills
12. Strong computer and office skills
13. Ability to work extended hours when necessary

Preferred Qualifications:
1. College degree with a concentration in business or equivalent work experience

The annual hourly wage for this position is $22.00.

The annual hourly wage for this position is $X.

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

What you'll do

  • The Broker Assistant Intern will provide support to brokers by responding to requests, managing account documentation, and facilitating communication with clients and underwriters. The role involves analyzing policies and ensuring accurate account servicing.

About CRC Group

CRC Benefits is built to help you grow. With more than 40 years of experience, we deliver employee benefits solutions that help brokers build stronger client relationships, win more business, and retain it. Our team of specialists works side by side with you, combining real-world expertise with powerful digital tools to simplify quoting, enrollment, and renewals. We’re not just a general agency. We provide strategic support through leading technology, strong national carrier relationships, and a compliance team you can rely on. Let’s grow your business, together. www.crcbenefits.com

Ready to join CRC Group?

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Frequently Asked Questions

What does a Broker Assistant Intern do at CRC Group?

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As a Broker Assistant Intern at CRC Group, you will: the Broker Assistant Intern will provide support to brokers by responding to requests, managing account documentation, and facilitating communication with clients and underwriters. The role involves analyzing policies and ensuring accurate account servicing..

Is the Broker Assistant Intern position at CRC Group remote?

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The Broker Assistant Intern position at CRC Group is based in Castlegar, British Columbia, Canada. Contact the company through Clera for specific work arrangement details.

How do I apply for the Broker Assistant Intern position at CRC Group?

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You can apply for the Broker Assistant Intern position at CRC Groupdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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