Commercial Lines Technical Assistant II

Hub International Insurance•Winter Park, FL

8d•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.

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
EPIC Agency Management System experience preferred but not required
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

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.