New Business Processing Associate

CRC Insurance Services

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

Posted 10/5/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in underwriting principles and group health insurance processes, with strong communication skills to effectively interact with brokers and agents. Proficient in managing multiple tasks while maintaining confidentiality and adhering to company standards.

Highest-signal resume keywords

Underwriting ExperienceGroup Health Insurance KnowledgeMicrosoft Office ProficiencyEffective Communication SkillsMedical Terminology Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Underwriting PrinciplesGroup Health InsuranceMedical Conditions KnowledgeEnrollment ProcessingQuote GenerationCase ReviewConfidentiality StandardsProblem EscalationTask Management

Soft Skills

Effective Verbal CommunicationWritten CommunicationNegotiation SkillsTeam CollaborationTime Management

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft Outlook ExchangeInternet Explorer

Industry Keywords

Employee Health InsuranceBrokersCarriersEnrollment MaterialsPremium PaymentsUnderwriting RequirementsConfidentiality Standards

About the role

Key responsibilities & impact

Work with employee health insurance brokers and carriers to evaluate new cases and ensure timely approval and processing of applications
Evaluate enrollment materials and detailed medical records to determine underwriting actions
Enroll new groups and members on carriers' online systems
Review final rates, benefit options, and underwriting requirements
Contact agents/brokers to request additional information after case review
Generate quotes based on actual enrollment to ensure accurate premiums are sent to the carrier
Notify agents/brokers about overdue premium payments and case status, including approved, declined, or withdrawn cases
Adhere to company confidentiality standards
Process broker of record change letters and agent licensing
Answer broker questions
Keep abreast of medical conditions/terminology and insurance products
Complete other projects as assigned

Requirements

What you’ll need

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
Basic understanding of underwriting principles
Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange
Proficient in Internet Explorer
Effective verbal and written communication with internal and external personnel
Ability to read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts
Ability to negotiate with agents and brokers
Ability to maintain complete confidentiality of information
Ability to determine when problems should be escalated
Ability to work in and contribute to a positive team environment
Ability to complete tasks on time while managing multiple tasks simultaneously
English language fluency required
Occasional long, irregular hours
Ability to sit, frequently speak and hear, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs.

Benefits

Comp & perks

Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Paid company holidays
Vacation and sick days
New parent leave
Restricted stock units for eligible positions
Deferred compensation plan for eligible positions
Remote work convenience
Equal opportunity workplace