Technical Assistant

The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing binding and brokerage team.

Requirements

• Provide and/or assist with audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner.
• Respond promptly to all requests from brokerage team, underwriters, retailers, or managers regarding account servicing issues.
• Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
• Follow departmental procedures with accuracy, efficiency, and meeting compliance standards.
• Act as liaison between clients and the underwriter to manage all account documentation.
• Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
• Maintain current knowledge of the insurance industry through attendance of virtual workshops, seminars, literature reviews and/or formal continuing education.
• Inspections ordering.
• Order renewals in company portal.
• Other duties as assigned.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible spending account (FSA)
• Health savings account (HSA)
• 401(k) account
• Paid-time-off benefits
• Eligible bonuses, equity, and commissions