Technical Assistant

Franklin Street Properties-posted about 1 month ago
Full-time • Entry Level
Tampa, FL
101-250 employees
Real Estate
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The Technical Assistant will provide assistance with technical and clerical duties to the insurance team on both renewal and new business. Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s) Make necessary modifications to account(s) to properly reflect current and accurate data Perform online quoting with various carriers and become proficient with online rating. Obtain flood determinations, as needed, by unit for insured locations. Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system. Execute requested policy changes. Assist with data merge for Master Policy proposals. Assist with review and delivery of Master policies. Assist team with aged receivables, invoicing, processing check requests, and applying payments, Assists in loss-run requests. Follow up with recommendations. Delivery policies to clients and lenders. Assist with other technical and clerical duties, as requested by leadership. Work required is generally low level of complexity and high repetitive nature.

  • Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s)
  • Make necessary modifications to account(s) to properly reflect current and accurate data
  • Perform online quoting with various carriers and become proficient with online rating.
  • Obtain flood determinations, as needed, by unit for insured locations.
  • Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system.
  • Execute requested policy changes.
  • Assist with data merge for Master Policy proposals.
  • Assist with review and delivery of Master policies.
  • Assist team with aged receivables, invoicing, processing check requests, and applying payments,
  • Assists in loss-run requests.
  • Follow up with recommendations.
  • Delivery policies to clients and lenders.
  • Assist with other technical and clerical duties, as requested by leadership.
  • College degree preferred
  • Insurance License at time of hiring or within 90 days of employment
  • Ability to provide excellent customer service to clients
  • Must have sharp attention to details
  • Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience.
  • Willingness to learn
  • Ability to work efficiently to meet deadlines
  • Ability to interpret information accurately
  • Proficient in MS Office applications (Excel, Word, Outlook) is required
  • Excellent verbal and written communication skills
  • Ability to work overtime when needed
  • Franklin Street offers competitive salaries, medical - including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay.
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