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The Commercial Insurance Technical Assistant supports the team by retrieving and processing policy documents, endorsements, cancellations, and certificates while ensuring accurate data entry and file maintenance. This role also handles billing inquiries, maintains follow-up systems, and provides administrative support to keep operations running smoothly.
Job Responsibility:
Retrieve policy documents from carrier websites for new business, cancellations, endorsements, audits, non-pay & reinstatement notices
Policy checking for new business, re-writes & endorsements
Process endorsement and certificate requests as received daily
Process cancellations, non-pay notices & reinstatements
Support in the processing binders of insurance, policies, and audits
Handle billing inquiries
Maintain account files in an orderly sequence according to established procedures
Enter all required data into the system to maintain current file data
Maintain a follow-up system for correspondence/requests
Provide back-up to other Commercial Assistants
Scanning and other clerical tasks, as assigned
Requirements:
Active Property & Casualty license, or willingness to obtain a license within your first year of employment
High School diploma or equivalent required
1 year of insurance experience required
Proficiency in Microsoft Office 365 is required
Exceptional customer service and interpersonal skills are required
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts