Job title: Commercial Lines Technical Assistant
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Assistant
Location: Palm Beach Gardens, FL
Job published: 03/19/2024
Job ID: 102684

Job Description

Commercial Lines Technical Assistant

Great independent agency seeking to add a Commercial Lines Technical Assistant to their large market commercial lines team.

Qualifications:

  • Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal,
  • change/update, endorsement and/or modification of policies on assigned accounts

 

  • Perform data entry work not limited to applications, spreadsheets, insurance legal
  • documents, mailing labels, form letters and other related documents

 

  • Manage and distribute insurance legal documents including, evidences of insurance,
  • certificates of insurance and automobile ID cards to clients

 

  • Manage assigned documentation from paper to electronic form including bar coding and
  • scanning

 

  • Provide technical assistance to Producers, New Business Marketing Managers or
  • Commercial Account Managers as required

 

  • Maintain company procedures in documentation and maintenance of client information in
  • EPIC database

 

  • Assist in the underwriting process including ordering and researching reports and records as
  • required for placement of new and/or renewal business

Required

  • Active 2-20 or 4-40 license.
  • Strong Excel skills.

$40,000-$50,000 plus great benefits

 

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INDTJG