Personal Lines Technical Assistant
Personal Lines Technical Assistant
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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.
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 bil 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
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an allinclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.
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 (220 Preferred or Willingness to Convert 440 to 220)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Employment Type
Full-Time
