Technical Assistant - Commercial

The role of a Commercial Technical Assistant is an integral part of a team whose primary function is to support the daily operations of the Commercial Lines Department. He/She will be responsible for providing customer service and clerical support to assist underwriters and service team in supporting existing accounts and soliciting new business. The right candidate for this role will be comfortable working in a fast-paced environment with individuals of diverse backgrounds and committed to producing high-quality work.

Assisting the Underwriter

1. Setup and Maintain Exposure Schedules in multiple formats for Prospects and Members
2. Setup and Maintain Loss Summaries and Loss Rating Models for Prospects and Members
3. Monthly Program Loss Runs on Demand and Scheduled
4. Create Renewal Submission Applications in System
5. Create Prefilled Applications for Renewals
6. Updates spreadsheets and creates management reports in accordance with the office procedures
7. Maintains monthly activity log and clears accounts for underwriters' review
8. Responds effectively to inquiries, under the direction of an underwriter, within designated level of authority;
9. Generate Finance Agreements for client delivery
10. Maintain all correspondence activity with internal departments and external customers including daily diaries on pending transactions.
11. Create Manual Rating Worksheets for each quote
12. Keeps the underwriting files properly documented and organized with accurate, clear, and complete information. 
13. eMod calculations with oversight from Underwriter

Assisting the Account Manager

1. Input/maintain client and company data on account management system and ancillary systems as required. (Includes uploading exposures, general customer information, marketing information and notes)
2. Maintains and process certificate holder list;
3. Processes policies, endorsements, audits, premium invoices, and other documents in a timely and accurate manner;
4. Process MVR Checks
5. Create/Process Renewal Quotes, Binders, and Policies for delivery to clients
6. Responsible for scanning communications and documents (Laserfiche)
7. Follow up on subjectivities after binding
8. Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, loss control, etc. 
9. Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service.

Skills

1. Insurance agency or broker experience preferred but not required
2. Basic math skills required
3. Proven ability of working in a successful team environment
4. Strong Keyboard, data entry and typing skills required.
5. Proficient in an agency or related type of computer system
6. Proficient in Microsoft Word, Excel, Outlook, and internet utilization

Key Competencies:

• Technical Capacity
• Problem Solving
• Time Management/Organizational Skills
• Initiative
• Written/Oral Communication
• Innovation
• Customer/Client Focus
• Thoroughness
• Results Driven

Education Requirements

High School Diploma required; Associates degree preferred

Licensing or Certification Requirements

Salary: $13-$17

Travel: 0%-5%

Attire: Business Casual

Office Hours: 8:30-4:30