Technical Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The primary job function of this position is to support the clerical and administrative process of the Broker’s book of business for both renewals and new business.

Essential Duties and Functions:

• Develop a full working knowledge of Commercial Lines procedures.

• Handle client request for information, endorsements cancellations, and other services as required.

• Assist in analyzing insurance exposures and account summaries.

• Review policies, endorsements, audits, dividends, and quotations prepared by our carriers for accuracy and completeness.

• Preparation of binders, certificates, automobile identification cards, invoices, and similar items. Assist in resolving unbilled items, account differences and commission differences when necessary.

• Keep Commercial Lines Service Manager informed of any serviced problems.

• Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual.

• Performs other duties as assigned.

Qualifications: To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• High School Diploma or equivalent.

Preferred:

• One (1) or more years of successful insurance experience.

• An active state insurance license.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.