Technical Assistant

Jobtailor; Deutschland; Remote; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

Jobtailor in Germany is seeking an Insurance/Agency Services professional to manage client service accounts and oversee policy reviews, endorsements, and cancellations. You will develop knowledge of procedures and carrier rating systems, ensuring accuracy and timely responses.

The role requires office experience, proficiency with DocuSign, and familiarity with Applied Epic. You will compile data, support underwriting knowledge, and maintain service accounts under supervision.

Qualifikationen

• Office experience required.
• Completion and/or evidence of skills as outlined by Commercial Management.
• High School Degree.
• Proficiency with DocuSign.
• Experience with Applied Epic (preferred).

Aufgaben

• Develop a full working knowledge of procedures.
• Handle client requests for information, endorsements, cancellations and other services as required.
• Full responsibility for all LRP service accounts.
• Be proficient in available carrier rating systems where provided for Agency use.
• Develop a good working knowledge of company underwriting philosophies and appetites.
• Review policies, endorsements, audits and quotations prepared by our carriers for accuracy and completeness.
• Assist in the compilation and preparation of data.
• Keep Team Leader informed of any service problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established by management.
• Pursue a program of personal and professional development.
• Other duties as assigned

Kenntnisse

Client Service Management

Office Experience

Data Compilation

Policy Review

Endorsements

Cancellations

Knowledge Of Underwriting Philosophies

Proficiency With DocuSign

Applied Epic Experience

Carrier Rating Systems

Ausbildung

High School Degree

Commercial Management knowledge

Tools

DocuSign

Applied Epic

Agency Automation

Carrier Rating Systems

Jobbeschreibung

• Develop a full working knowledge of procedures.
• Handle client requests for information, endorsements, cancellations and other services as required.
• Full responsibility for all LRP service accounts
• Be proficient in available carrier rating systems where provided for Agency use.
• Develop a good working knowledge of company underwriting philosophies and appetites.
• Review policies, endorsements, audits and quotations prepared by our carriers for accuracy and completeness.
• Assist in the compilation and preparation of data.
• Keep Team Leader informed of any service problems.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established by management.
• Pursue a program of personal and professional development.
• Other duties as assigned

Requirements

• Office Experience
• Completion and or evidence of skills as outlined by Commercial Management
• High School Degree
• Proficiency with DocuSign
• Experience with Applied Epic (preferred)

Core Competencies

Demonstrates proficiency in client service management, including handling requests and maintaining service accounts. Possesses strong knowledge of agency automation tools and carrier rating systems to ensure accuracy in policy reviews and endorsements.

Highest-signal resume keywords

• Client Service Management
• Proficiency With DocuSign
• Experience With Applied Epic
• Office Experience
• Knowledge Of Underwriting Philosophies

ATS Optimization Keywords

Industry Keywords

• Commercial Management
• Policy Review
• Endorsements
• Cancellations
• Data Compilation

Tools & Technologies

• Agency Automation
• Carrier Rating Systems