Commercial Lines Technical Assistant

Essential Functions

• Process all elements of endorsements, including sending them to the carriers, reviewing to make sure they are accurate once received, as well as sending to the insured along with any billing/invoice if necessary.
• Process/review audits and monthly reports.
• Affixing to AMs with renewals - Order loss runs, update experience summaries, and run renewal updates.
• Policing checking.

Other Duties

• May perform other duties as assigned.

Knowledge, Skills & Experience

• Knowledge of Microsoft Word, Excel, Office, Applied Epic agency management system.
• 3+ years of commercial lines experience preferred.
• Excellent time management and organizational skills.
• Above average computer and typing skills.

Education, Licensing & Additional Requirements

• High School degree or equivalent.
• Insurance Agent License.
• Insurance License Continuing Education.
• CIC, CISR designations