Commercial Lines Technical Assistant

HUB International; Winter Park (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

HUB International in Winter Park, FL seeks a Technical Assistant to support Account Executives, Account Managers and Producers by handling servicing tasks and documentation according to company policies.

You will prepare certificates of insurance, process endorsements and audits, coordinate renewals, and maintain accurate data in our agency systems while delivering excellent service to clients and carriers.

Qualifications

• Insurance agency or broker experience preferred.
• Exceptional customer service skills.
• Excellent organizational, interpersonal, and communication skills.
• Proven ability to work in a team environment.
• Strong data entry skills.
• Ability to exercise independent judgment.
• Proficient in Word, Excel, Outlook and internet.
• FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20).

Responsibilities

• Prepares and coordinates transactions, paperwork, and processing for assigned tasks.
• Creates renewal submission applications and policy binder documents.
• Prepares certificates of insurance and certificate holder updates as required.
• Orders and processes scheduled loss runs and on-demand loss run requests.
• Processes direct bill and agency bill endorsements and audits.
• Provides quality customer service to clients, team members, and carriers.
• Maintains an accurate suspense system on all items requiring a response.
• Input/maintain data on account management system and ancillary systems as required.

Skills

Customer service

Organizational skills

Communication skills

Interpersonal skills

Data entry

Microsoft Word

Excel

Outlook

Internet utilization

Education

High school diploma or equivalent

Tools

EPIC Agency Management System

Microsoft Word

Excel

Outlook

Job description

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Summary

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.

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 & Service Required Experience: Less than 1 year of relevant experience Required Travel: Negligible Required Education: High school or equivalent

Equal Opportunity

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

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Company Information

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.