Commercial Lines Technical Assistant

2 weeks ago

Fort Lauderdale, Florida, United States HUB International Full time
About HUB International

HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 13,000 employees in 475+ offices throughout North America, HUB has grown substantially, driven by its industry-leading success in Mergers and Acquisitions.

What We Offer

At HUB, we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement, empowering our people to make the best decisions for our customers and organization.

We offer:

  • Competitive salaries and benefits packages
  • Medical, dental, and vision insurance, as well as voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company-paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO package, including vacation, holiday, sick, and personal time off
  • Great work-life balance
  • Focus on creating a meaningful environment through employee engagement events
  • The opportunity to be part of a motivated, winning team with the chance to learn from colleagues who are among the top talent in the industry
  • Growth potential, as HUB is constantly growing and so can your career
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
Job Summary

The Technical Assistant is responsible for assisting Account Executives, Account Managers, and Producers with the servicing of tasks in accordance with the practices, policies, and procedures of the Company.

Essential Duties and Responsibilities

The Technical Assistant will:

  • Prepare and coordinate all transactions, paperwork, and internal processing for assigned tasks, including but not limited to:
  • Certificates of Insurance
  • Certificate Holder Updates
  • Motor Vehicle Reports
  • Cancellations Notices
  • Loss Runs - On Demand and Scheduled
  • Policy Binders
  • Endorsements and Audits
  • Invoicing
  • Prepare Renewal Kit
  • Create Renewal Submission Applications
  • Proposal Preparation
  • Prepare certificates of insurance and certificate holder updates as required
  • Order and process scheduled loss runs and on-demand loss run requests
  • Process direct bill and agency bill endorsements and audits
  • Prepare renewal submission applications
  • Provide quality customer service to clients, team members, and carriers
  • Prepare policy binders for delivery to clients
  • Maintain an accurate suspense system on all items that require a response
  • Responsible for scanning communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Other reasonable duties as assigned by your supervisor
Requirements

The ideal candidate will have:

  • Insurance agency or broker experience preferred
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, and communication skills
  • Proven ability to work in a successful team environment
  • Strong data entry skills
  • Ability to exercise independent judgment
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • EPIC Agency Management System experience preferred but not required
  • FL P&C License (2-20 preferred or willingness to convert 4-40 to 2-20)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veterans status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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