Technical Assistant


  • Set up and maintain client and policy data in computer system and electronic file system within established guidelines
  • Provide a high level of support to multiples underwriters
  • Review applications for accuracy and conformance to established guidelines
  • Maintain direct and constant communication with Underwriters and clients in an exceedingly efficient and organized manner
  • Acquire appropriate approval on work product, as required
  • Track and follow up on tasks forwarded to other staff or clients to ensure timely completion and within set turnaround time benchmarks
  • Act as a liaison between underwriters and clients (brokers) by requesting or delivering correspondence, documents, policies and information on behalf of underwriters with a high level of professionalism
  • Complete rate sheet, quotes and binders where required
  • Process endorsements and invoices as necessary
  • Update and maintain department underwriting production and renewal trackers (Excel)
  • Work with Policy Services and Accounting to complete policy issuance in a timely manner
  • Train new hires on procedures and systems as needed
  • Assist with projects as needed


  • Possesses the ability to stay organized and have great attention to detail
  • Must be thorough and have excellent follow-through skills
  • Ability to handle competing demands; uses time efficiently and prioritizes appropriately
  • Portrays good judgment in addition to problem-solving, independent thinking and strong analytical abilities
  • Must be able to communicate positively, succinctly and professionally with all levels of internal and external clients both verbally or in writing
  • Has the willingness and ability to train employees as needed
  • Acts as a team player and is adaptable to change
  • Computer literate and savvy
  • Ability to work in a paperless environment


• Bachelor's degree is required
• One or more years’ experience in the Insurance Industry is preferred

All applicants must be located in the Los Angeles area, if you're applying from outside the LA area, please let us know when you anticipate moving to Los Angeles.


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