Technical Assistant

About the role

The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing binding and brokerage team. Successful applicants will work with the in-house underwriter/assistant to request maintain suspense system and follow- up for documents, review underwriting information for completing file records related to endorsements, binding, compliance and other areas. Essential Duties and Responsibilities : Assist with State Surplus Lines affidavit/ compliance documentation and follow up. Provide and/or assist with documentation management related to audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner. Respond promptly to all requests from brokerage team, underwriters, retailers, or managers regarding account servicing issues. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. Follow departmental procedures with accuracy, efficiency, and meeting compliance standards. Act as liaison between clients and the underwriter to manage all account documentation. Initiate cancellation, rescission, and non-renewal notices according to statutory and contractual requirements. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, surplus lines documents, etc. from outside sources. Maintain current knowledge of the insurance industry through attendance of virtual workshops, seminars, literature reviews and/or formal continuing education. Other duties as assigned. Interest or knowledge with Personal lines support.

Requirements

• One year of wholesale insurance experience preferred.
• High School graduate required; College courses preferred.
• Basic knowledge of Commercial Lines E&S products, along with some Personal Lines E&S products.
• Previous work experience in the fields of insurance underwriting, customer service, with a successful track record
• Positive attitude and enjoy helping others through frequent phone and email communication.
• Excellent written and verbal communication skills
• Ability to work well under pressure to meet tight deadlines in a fast-paced environment.
• High level of adaptability to meet the needs of various situations.
• Strong organization skills, with a high level of detail orientation.
• Proficiency in Microsoft Word and Excel and various rating portals.
• Technical Assistant experience or three years of general insurance experience
• Work Location:
• Working hours to support Pacific Standard Time zone.
• #SPG
• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: No Travel Required
• Required Education: High school or equivalent
• E-Verify Program

Benefits

Additional Information

About our Company: SPG Wholesale, LLC is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on small to mid-market E&S commercial and specialty personal lines risks.

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