Commercial Lines Technical Assistant
HUB International
425 reviews
Tampa, FL 33603
HUB International
425 reviews
Read what people are saying about working here.
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: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
E-Verify Program
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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.