TECHNICAL ASSISTANT - COMMERCIAL LINES DIVISION

Plastridge Insurance; Delray Beach (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Data entry

Data management

Policy Checking

EPIC knowledge

Education

High school diploma or GED

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

Tools

EPIC

Job description

TECHNICAL ASSISTANT – COMMERCIAL LINES DIVISION

Job Description: Provides technical assistance to the Commercial Lines department performing data entry and data management duties including policy/endorsement checking and requesting/ following up on change requests.

Essential Functions

• Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal, change/update, endorsement and/or modification of policies on assigned accounts
• Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents
• Manage and distribute insurance legal documents including, evidences of insurance, certificates of insurance and automobile ID cards to clients
• Manage assigned documentation from paper to electronic form including bar coding and scanning
• Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required
• Maintain company procedures in documentation and maintenance of client information in EPIC database
• Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business
• Generate rates by manual or software/website calculations
• Verify payments with carriers and document accordingly
• Assist Producers or Account Managers in preparation for client meetings
• Prepare policy books or policies for delivery or mailing
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to Branch Managers
• Any other duties as assigned

Education/Experience

• High School diploma or General Education Diploma (G.E.D.)
• Commercial Lines experience a plus
• EPIC experience a plus
• 4-40 or 2-20 P&C FL license required