Commercial Lines Technical Assistant II

HUB International • Winter Park, FL

9d • Onsite

About The Position

The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company. This role provides quality customer service to clients, team members, and carriers, prepares policy binders for delivery to clients, and maintains an accurate suspense system on all items that require a response. The position is also responsible for scanning communications and documents, and inputting/maintaining data on account management system and ancillary systems as required. Other reasonable duties as assigned by your supervisor.

Requirements

• Insurance agency or broker experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)
• FL 2-20 P&C License
• Current with all necessary CE credits in required lines and states
• 1-2 years of relevant experience

Nice To Haves

• EPIC Agency Management System experience preferred but not required
• Professional designation highly desirable (CIC, AAI, ARM)

Responsibilities

• Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to: Certificates of Insurance, Certificate Holder Updates, Motor Vehicle Reports, Cancellations Notices, Loss Runs- On Demand and Scheduled, Policy Binders, Endorsements and Audits, Invoicing, Prepare Renewal Kit, Create Renewal Submission Applications, Proposal Preparation.
• Prepares certificates of insurance and certificate holders updates as required.
• Orders and processes scheduled loss runs and on demand loss run requests.
• Processes direct bill and agency bill endorsements and audits.
• Prepare renewal submission applications.
• Provides quality customer service to clients, team members, and carriers.
• Prepares policy binders for delivery to clients.
• Maintains an accurate suspense system on all items that require a response.
• Responsible for scanning communications and documents.
• Input/maintain data on account management system and ancillary systems as required.
• Other reasonable duties as assigned by your supervisor.

Benefits

• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
• E-Verify Program
• We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED