Technical Assistant

Brown & Brown Insurance•Garden City, NY

1d•Onsite

About The Position

Bridge Specialty Group is seeking a Technical Assistant to join our growing team in Garden City, NY! The Technical Assistant reviews insurance applications to evaluate, classify, and rate individuals and groups for insurance and accept or reject new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during, and after binding.

Requirements

Minimum education high school or GED
1 – 3 years’ experience in a similar position minimum
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
License General Lines

Responsibilities

Assists the Account Executive when underwriting or brokering risks, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.
Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders.
Confirm that the coding of specific required forms are completed and utilized.
Insure the templates are updated for processing of policies/coverage.
Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission.
Review and have letters for renewals processed.
Order and follow up for inspections.
Request Loss Runs for years written with office.
Follow up for suspense items on applications, subject to; inspections, and etc.
Process accordingly all brokerage and contract endorsements.
Handle correspondence with company / producers with Account Executive supervisor as needed.
Process mail received by USPS, Email, or fax.
Perform other duties as assigned by members of management or deemed necessary to completed above duties.