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.

ESSENTIAL DUTIES AND 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)

Licensing or Certification Requirements:

• FL 2-20 P&C License
• Current with all necessary CE credits in required lines and states
• Professional designation highly desirable (CIC, AAI, ARM)