Policy & Operations Specialist

About Ck Specialty Insurance Associates

Ck Specialty Insurance Associates is a rapidly growing, independently owned wholesale insurance brokerage committed to providing innovative and customized insurance solutions to retail agents and brokers across the country. Founded with a strong entrepreneurial spirit, Ck Specialty was built on the foundation of speed, service, and partnership with our retail agents. Traits that remain at the core of everything we do.

Since our inception in 1998, we have grown into a respected name in the Excess & Surplus (E&S) marketplace. We focus on a wide range of commercial and personal lines, offering access to top-rated carriers and niche products that meet the unique needs of today’s insurance buyers.

At Ck Specialty, we operate with a 120% mentality; always going above and beyond in how we serve our clients, partners, and each other. We value precision, reliability, organization, and speed, which is why our team lives by the acronym PROS. We’re a company for self-starters, problem-solvers, and professionals who want to be part of something fast-moving and impactful.

Why Join Ck Specialty?

• Supportive, high-energy team culture
• Room for growth and career development in a fast-scaling company
• Strong leadership that invests in training and development
• A voice at the table - your ideas matter here

Whether you’re new to the insurance industry or bringing years of experience, Ck Specialty is a place where your contributions can make a real difference. We're proud of our track record, but even more excited about what's ahead.

What You'll be Doing

We are seeking a motivated and detail-oriented Underwriting Processing Assistant to support our underwriting and brokering teams. This role involves processing and managing high-risk insurance applications, ensuring compliance with company policies and governmental regulations, and providing excellent service to our retail brokers and customers. This is an ideal opportunity for individuals committed to pursuing a career in the insurance industry, with room for growth and advancement in a fast-growing organization.

Key Responsibilities

• Processing and Documentation
• Review applications, ACORD forms, and quotes for accuracy and compliance.
• Document and process binding orders and policy issuances promptly.
• Manage inspection reviews and ensure reports meet underwriting requirements.
• Oversee surplus lines tax filing to ensure compliance with state regulations.
• Handle inspection orders, endorsements, and cancellations efficiently.
• Customer and Broker Interaction
• Assist in gathering information from brokers and partners.
• Address underwriting issues during the policy issuance process proactively.
• Support the claims process as needed.
• System Management
• Ensure the accuracy of accounts within the CRM system.
• Track and complete tasks to enhance workflow and productivity.
• Adhere to established processing procedures.
• Collaboration and Development
• Work closely with other departments to achieve shared goals.
• Actively participate in team initiatives to improve service delivery and efficiency.

Requirements

Required Skills

• Proficient computer skills.
• Strong verbal and written communication.
• Exceptional organizational and time-management abilities.
• Analytical thinking and problem-solving skills.
• Positive attitude and eagerness to learn.

Experience

• High school diploma required; college degree preferred but not mandatory.
• Insurance-related experience is a plus but not required.

Benefits

• 401(k) retirement plan.

• Health, dental, and vision insurance.
• Paid time off and parental leave.
• Tuition reimbursement.
• Disability insurance.
• Remote work flexibility.