Commercial Lines Technical Assistant

Hub International • Gainesville, FL

81d

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 involves preparing and coordinating 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, policy binders, endorsements and audits, invoicing, renewal kits, and proposal preparation. The Technical Assistant provides quality customer service to clients, team members, and carriers, maintains an accurate suspense system on all items that require a response, and is responsible for scanning communications and documents. Additionally, the role requires inputting and maintaining data on account management systems and ancillary systems as required.

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).
• Required Experience: Less than 1 year of relevant experience.
• Required Travel: Negligible.
• Required Education: High school or equivalent.

Responsibilities

• Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks.
• 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.
• Prepares 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.
• Performs other reasonable duties as assigned by your supervisor.

What This Job Offers

• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees