Optimum RTS - Commercial Lines Technical Assistant
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Commercial Lines Technical Assistant

Location : Delray Beach, FL
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No

Job Description :

Successful insurance agency with multiple locations is seeking a Commercial Lines Technical Assistant for their Delray Beach office. Provides technical assistance to the Commercial Lines department performing data entry including but not limited to completing supplementals, quoting, researching & obtaining underwriting information/reports. Property and data management duties including completing applications & SOV’s, marketing and servicing.

Benefits include medical, dental, life, and LTD all paid 100% by employer!!!! 401k offered as well

Essential Functions:

• Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal, change/update, endorsement and/or modification of policies on assigned accounts

• Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents

• Manage and distribute insurance legal documents including, evidences of insurance, certificates of insurance and automobile ID cards to clients

• Manage assigned documentation from paper to electronic form including bar coding and scanning

• Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required

• Maintain company procedures in documentation and maintenance of client information in EPIC database

• Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business

• Generate rates by manual or software/website calculations - Quoting

• Verify payments with carriers and document accordingly

• Assist Producers or Account Managers in preparation for client meetings

• Prepare policy books or policies for delivery or mailing

• Be familiar with and follow Agency E&O guidelines

• Report any omissions regarding coverage on policies to Branch Managers

• Any other duties as assigned

Required Qualifications :

• High School diploma or General Education Diploma (G.E.D.)

• Commercial Lines experience a plus

• EPIC experience a plus

• 4-40 or 2-20 P&C FL license required

• Ability to organize and multi-task efficiently

• Proficient in Word and Excel

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