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The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or rejects new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding.
Job Responsibility:
Assists the Account Executive when underwriting or brokering risks
Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers
Confirm that the coding of specific required forms are completed and utilized
Communicate with producers, Company representatives, inspection companies, and finance companies
Review and have letters for renewals processed
Order and follow up for inspections
Request Loss Runs for years written with office
Follow up for suspense items on applications
Process accordingly all brokerage and contract endorsements
Handle correspondence with company / producers
Process mail received by USPS, Email, or fax
Perform other duties as assigned
Requirements:
License General Lines
Minimum education high school or GED
1 – 3 years’ experience in a similar position minimum
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
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