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The Technical Assistant provides clerical support to Brokers for all policies and key accounts. Responsibilities include maintaining account files, proofing documents, and providing basic information to clients as requested.
A high school diploma or equivalent experience is required, along with strong organizational and communication skills. Candidates should also have the ability to maintain professionalism and interact with employees at all levels.
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 Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence. Why CRC Group? • Growth: Advance your career with our learning and leadership development programs. • Innovation: Work in a forward-thinking environment that values new ideas. • Community: Be part of a supportive team that celebrates success together. • Benefits: Enjoy competitive compensation, health benefits, and retirement plans. Who We’re Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
This job posting was last updated on 10/10/2025