Technical Assistant

Gallagher; Tampa (FL); On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

People-first culture

Global reach

Job summary

Gallagher is seeking an Account Coordinator/Technical Assistant to support the Commercial Lines Department in a fast-paced environment. You will handle client data, renewals, and documents while providing strong customer service and teamwork across the office.

The role requires a high school diploma or GED, basic math, and proficient MS Office skills. Insurance experience is a plus, and the company offers a comprehensive benefits package and opportunities for career development.

Qualifications

• High school diploma or GED required.
• Basic math skills required.
• Experience in an insurance agency or brokerage preferred but not required.
• Proven ability to work in a successful team environment.
• Proficient computer skills with MS Office and data entry.

Responsibilities

• Input and maintain client and company data in account systems.
• Maintain and process certificate holder list.
• Process policies, endorsements, audits, and premium invoices accurately.
• Process MVR checks.
• Create and process renewal quotes, binders, and policies.
• Process renewal documents (binders, certificates, auto ID cards).
• Assist with invoicing and transactions.

Skills

Typing skills

Data entry

Keyboard proficiency

Teamwork

Education

High school diploma/GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Internet usage

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centricsuite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Ballator Insurance Group, now part of Gallagher, is a national insurance organization that delivers specialized insurance solutions to niche industry groups. Within Ballator, First Florida Insurance Brokers (FFIB) operates as a retail insurance agency focused on serving public entities and nonprofit organizations. FFIB provides access to a wide range of premier programs tailored specifically for these sectors, supported by strong market relationships, specialized coverage options, and deep industry expertise. First Florida Insurance Brokers (FFIB) is positioned to offer clients even greater resources, expanded capabilities, and long-term support.

As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

We have an exciting career for an Account Coordinator/Technical Assistant. The Account Coordinator/Technical Assistant is an integral part of a team whose primary function is to support the daily operations of the Commercial Lines Department. Employee will be responsible for providing customer service and clerical support to assist the service team in supporting existing accounts and soliciting new business. The right candidate for this role will be comfortable working in a fast-paced environment with individuals of diverse backgrounds and committed to producing high-quality work.

How You'll Make an Impact

• Input/maintain client and company data on account management system and ancillary systems as required. (Includes uploading exposures, general customer information, marketing information and notes).
• Maintains and process certificate holder list.
• Processes policies, endorsements, audits, premium invoices, and other documents in a timely and accurate manner.
• Process MVR Checks
• Create/Process Renewal Quotes, Binders, and Policies for delivery to clients
• Process renewal documents, i.e. binders of insurance, certificates of insurance, auto ID cards, etc.
• Assist with invoicing/transactions.

About You

• High school diploma/GED equivalent.
• Insurance agency or broker experience preferred but not required
• Basic math skills required
• Proven ability of working in a successful team environment
• Strong Keyboard, data entry and typing skills required.
• Proficient in an agency or related type of computer system experience preferred but not required
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization

Compensation and Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)