Commercial Lines Technical Assistant

General Description

The Technical Assistant Level 2 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 bill 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
  • Provide mailroom and switchboard support, when needed
  • 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.

Work Experience 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

Education requirements

High School Diploma required; Associates degree preferred

Licensing or certification Requirements

FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)


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