The Technical Assistant is chargeable for aiding Account Executives, Account Managers and Producers with the servicing of duties in accordance with the practices, insurance policies and procedures of the Firm.
Prepares and coordinates all transactions, paperwork, and inner processing for assigned duties, together with however not restricted to:
Certificates of Insurance
Certificates Holder Updates
Motor Car Stories
Cancellations Notices
Loss Runs- On Demand and Scheduled
Coverage Binders
Prepares certificates of insurance and certificates holders updates as required
Orders and processes scheduled loss runs and on demand loss run requests
Supplies high quality customer support to shoppers, staff members, and carriers
Prepares coverage binders for supply to shoppers
Maintains an correct suspense system on all gadgets that require a response
Answerable for scanning communications and paperwork
Enter/keep knowledge on account management system and ancillary methods as required
Present mailroom and switchboard help, when wanted
Different affordable duties as assigned by your supervisor
The important duties contained on this job description mirror common particulars as vital to explain the principal features of this job, the extent of data and talent sometimes required and the scope of duty. It shouldn’t be thought-about an all-inclusive itemizing of labor necessities. People might carry out different duties as assigned, together with work in different useful areas to cowl absences, equalize peak work durations or in any other case to stability the workload.
Insurance company or dealer expertise most popular
Distinctive customer support expertise
Wonderful organizational, interpersonal, communication expertise
Confirmed means of working in a profitable group surroundings
Robust knowledge entry expertise
Means to train unbiased judgment
Proficient in Microsoft Phrase, Excel, Outlook, and web utilization
EPIC Company Administration System expertise most popular however not required
FL P&C License Most popular; Willingness to
Acquire 2-20 License Required
Prepares and coordinates all transactions, paperwork, and inner processing for assigned duties, together with however not restricted to:
Certificates of Insurance
Certificates Holder Updates
Motor Car Stories
Cancellations Notices
Loss Runs- On Demand and Scheduled
Coverage Binders
Prepares certificates of insurance and certificates holders updates as required
Orders and processes scheduled loss runs and on demand loss run requests
Supplies high quality customer support to shoppers, staff members, and carriers
Prepares coverage binders for supply to shoppers
Maintains an correct suspense system on all gadgets that require a response
Answerable for scanning communications and paperwork
Enter/keep knowledge on account management system and ancillary methods as required
Present mailroom and switchboard help, when wanted
Different affordable duties as assigned by your supervisor
The important duties contained on this job description mirror common particulars as vital to explain the principal features of this job, the extent of data and talent sometimes required and the scope of duty. It shouldn’t be thought-about an all-inclusive itemizing of labor necessities. People might carry out different duties as assigned, together with work in different useful areas to cowl absences, equalize peak work durations or in any other case to stability the workload.
Insurance company or dealer expertise most popular
Distinctive customer support expertise
Wonderful organizational, interpersonal, communication expertise
Confirmed means of working in a profitable group surroundings
Robust knowledge entry expertise
Means to train unbiased judgment
Proficient in Microsoft Phrase, Excel, Outlook, and web utilization
EPIC Company Administration System expertise most popular however not required
FL P&C License Most popular; Willingness to
Acquire 2-20 License Required
SUBMIT YOUR CV HERE
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