Commercial Lines Technical Assistant — Data & Policy Support

Plastridge Insurance; Delray Beach (FL); In loco; USD 35.000 - 55.000; Tempo pieno

Descrizione del lavoro

Plastridge Insurance seeks a Technical Assistant to support the Commercial Lines division with policy issuance, renewals and endorsements, and data management. You will handle data entry, prepare and distribute insurance documents, and maintain client information in the EPIC system.

The role collaborates with Account Managers to assist Producers, manage document workflows, and ensure compliance with Agency E&O guidelines. A Florida license and EPIC experience are preferred.

Competenze

• High School diploma or GED required.
• Commercial Lines experience a plus.
• EPIC experience a plus.
• 4-40 or 2-20 P&C Florida license required.

Mansioni

• Assist in issuance, renewal, change/update, and endorsements on assigned policies.
• Perform data entry for applications, spreadsheets, documents, and letters.
• Manage distribution of certificates of insurance and other documents to clients.
• Convert paper documents to electronic form with bar code scanning.
• Provide technical assistance to Producers and Account Managers as required.
• Maintain client information in the EPIC database.
• Assist in underwriting by ordering and researching reports.

Conoscenze

Data entry

Data management

Policy Checking

EPIC knowledge

Formazione

High school diploma or GED

4-40 or 2-20 P&C FL license

Strumenti

EPIC

Descrizione del lavoro

Plastridge Insurance seeks a Technical Assistant to support the Commercial Lines division with policy issuance, renewals and endorsements, and data management. You will handle data entry, prepare and distribute insurance documents, and maintain client information in the EPIC system.

The role collaborates with Account Managers to assist Producers, manage document workflows, and ensure compliance with Agency E&O guidelines. A Florida license and EPIC experience are preferred.