Commercial Lines Technical Assistant

Single Source Insurance Inc•Clearwater, FL

1d•Onsite

About The Position

The Commercial Lines Technical Assistant supports the Commercial Lines Account Management team by ensuring accurate and timely processing of small commercial accounts valued over $50,000. This position is responsible for certificate issuance, policy processing, documentation accuracy, and compliance standards while maintaining agency service expectations. The Technical Assistant plays a critical role in operational efficiency, quality control, and supporting Account Managers in the servicing and retention of business.

Requirements

Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Strong attention to detail and accuracy under tight deadlines
Effective time management and workload prioritization
Written and verbal communication proficiency
Understanding of commercial insurance documentation and endorsements
Proficiency in AMS360 and Microsoft Office (Outlook, Word, Excel)
Initiative and ownership of assigned responsibilities
Ethical conduct and confidentiality
Ability to collaborate and build positive working relationships with Account Managers
Commitment to continuous improvement and operational efficiency
Commercial Department Experience at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS 360

Nice To Haves

4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting

Responsibilities

Issue standard certificates using approved agency templates and verify certificate holder accuracy.
Handle custom certificate wording and rush certificate requests.
Audit certificates for compliance and accuracy; resolve holder or carrier discrepancies.
Enter and update policy data accurately in AMS360.
Process endorsements, cancellations, reinstatements, audits, and other servicing transactions.
Review complex endorsements for coverage accuracy and form integrity.
Support Account Managers during renewal cycles, including pulling loss runs and assisting with exposure analysis.
Assist with preparation of quote summary templates when requested.
Complete assigned processing tasks within designated turnaround times.
Maintain documentation and filing standards in accordance with agency procedures.