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
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Prepares certificates of insurance and certificate holders updates as required
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Orders and processes scheduled loss runs and on demand loss run requests
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Processes direct bill and agency bil endorsements and audits
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Prepare renewal submission applications
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Provides quality customer service to clients, team members, and carriers
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Prepares policy binders for delivery to clients
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Maintains an accurate suspense system on all items that require a response
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Responsible for scanning communications and documents
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Input/maintain data on account management system and ancillary systems as required
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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 experienceRequired Travel: Negligible
Required Education: High school or equivalent
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
E-Verify Program
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What We Do
Hi, we’re HUB.
We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.
So you’re ready for tomorrow.
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.
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