• Commercial Lines Technical Assistant

    HUB International (Tampa, FL)


    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

     

    The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

    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

     

    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 (https://hubinternational.jobs/e-verify/)

     

    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 [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.