Insurance Assistant

Franklin Street; Tampa (FL); On-site; USD 35,000 - 60,000; Full time

Job summary

Franklin Street is seeking a Technical Assistant to join their Insurance Team in Tampa, FL. The role focuses on providing technical and clerical support, assisting with insurance policies, and interacting with clients. This entry-level position requires excellent customer service skills and proficiency in MS Office applications.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Qualifications

• 1+ year(s) of related experience preferred.
• Ability to learn quickly and work efficiently under deadlines.
• Excellent verbal and written communication skills.

Responsibilities

• Assist with technical and clerical duties for the insurance team.
• Perform online quoting and review certificates of insurance.
• Handle administrative tasks like invoicing and policy deliveries.

Skills

Customer Service

Attention to Detail

Administrative Skills

Communication Skills

Proficiency in MS Office

Education

Insurance License

Job description

Franklin Street is currently seeking an Insurance/Technical Assistantto join our Insurance Team in Tampa, FL.

Position Overview:

The Technical Assistant will provide assistance with technical and clerical duties to the insurance team on both renewal and new business.

• Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s)
• Make necessary modifications to account(s) to properly reflect current and accurate data
• Perform online quoting with various carriers and become proficient with online rating.
• Obtain flood determinations, as needed, by unit for insured locations.
• Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system.
• Assist with data merge for Master Policy proposals.
• Assist with review and delivery of Master policies.
• Assist team with aged receivables, invoicing, processing check requests, and applying payments,
• Assists in loss-run requests.
• Follow up with recommendations.
• Delivery policies to clients and lenders.
• Assist with other technical and clerical duties, as requested by leadership.
• Work required is generally low level of complexity and high repetitive nature.

Requirements:

• Insurance License at time of hiring or within 90 days of employment
• Ability to provide excellent customer service to clients
• Must have sharp attention to details
• Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience.
• Willingness to learn
• Ability to work efficiently to meet deadlines
• Ability to interpret information accurately
• Proficient in MS Office applications (Excel, Word, Outlook) is required
• Excellent verbal and written communication skills
• Ability to work overtime when needed

About Franklin Street:

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.

Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.

Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Administrative

• Industries

  Insurance

Referrals increase your chances of interviewing at Franklin Street by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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