Commercial Lines Technical Assistant

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 all-inclusive 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 (2-20 Preferred or Willingness to Convert 4-40 to 2-20)

Department Account Management & ServiceRequired Experience : Less than 1 year of relevant experienceRequired Travel : NegligibleRequired Education : High school or equivalent

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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