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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, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws
Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders
Confirm that the coding of specific required forms are completed and utilized
Insure the templates are updated for processing of policies/coverage
Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission
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, subject to
inspections, and etc
Process accordingly all brokerage and contract endorsements
Handle correspondence with company / producers with Account Executive supervisor as needed
Process mail received by USPS, Email, or fax
Perform other duties as assigned by members of management or deemed necessary to completed above duties
Requirements:
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
License General Lines
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