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Personal Lines Technical Assistant

United States, Tallahassee · Job Posted February 20, 2026
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Job Description

The Personal Lines Technical Assistant provides personal lines support in maintaining, expanding, and servicing assigned accounts.

Job Responsibility

  • Process and check renewal policies
  • Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters
  • Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects
  • Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals
  • Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities
  • Redeliver returned mail and update customer contact information
  • Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests
  • Provide back‑up support to other Account Managers as assigned
  • Maintain favorable relationships with clients, producers, and employees
  • Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks
  • Assist with billing questions and payment processing
  • Complete mortgage and lienholder verifications

Requirements

  • Associate’s or Bachelor’s degree (preferred)
  • Industry software experience (preferred)
  • High school diploma
  • Proficient with MS Office Suite
  • Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively
  • Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities
  • High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively
  • Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness
  • Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events

What we offer

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

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