Commercial Lines Technical Assistant

About the role

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

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)
• Department Account Management & Service
• Required Experience: Less than 1 year of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent
• E-Verify Program

Benefits

Additional Information

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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