Commercial Lines Technical Assistant

HUB International; Fort Myers (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

HUB International is seeking a Commercial Lines Technical Assistant to support Account Executives and Managers with a variety of insurance transactions. Responsibilities include preparing documents, maintaining data systems, and providing excellent customer service. The ideal candidate will possess strong organizational skills and prefer experience in the insurance industry.

Qualifications

• Insurance agency or broker experience preferred.
• Strong data entry skills.
• FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20) required.

Responsibilities

• Assist Account Executives and Managers with servicing tasks.
• Prepare and coordinate transactions and paperwork.
• Provide quality customer service to clients and team members.

Skills

Customer Service

Organizational Skills

Interpersonal Skills

Communication Skills

Data Entry

Education

High School Diploma or Equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Commercial Lines Technical Assistant page is loaded

Commercial Lines Technical Assistant

Apply remote type Onsite locations Winter Park, FL Tampa, FL Gainesville, FL Fort Myers, FL Tallahassee, FL time type Full time posted on Posted 2 Days Ago job requisition id R0028230 The Technical Assistant 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.

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 bil 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

• 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.

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

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

Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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About Us

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected— through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.