Commercial Lines Technical Assistant

Hub International Insurance•Winter Park, FL

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. HUB is one of the world's largest insurance brokers, focused on providing customers with peace of mind through advocacy and tailored insurance solutions. HUB offers a competitive, exciting, and friendly work environment with continuous opportunities for growth and development. Their entrepreneurial culture empowers employees to make the best decisions for customers and the organization. They are committed to providing competitive and flexible benefits options.

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)
Less than 1 year of relevant experience
High school or equivalent

Nice To Haves

EPIC Agency Management System experience
FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)

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.