Commercial Lines Technical Assistant

Job Summary

Seeking a detail-oriented and dedicated Commercial Lines Technical Assistant to join a team. This is an exciting opportunity to contribute to a growing team and support a mission of delivering exceptional service to clients. The position is onsite and offers a comprehensive benefits package.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Full benefits package, including a 401(k) plan
• Additional Perks: Profit-sharing plan after the first year

Responsibilities

As a Commercial Lines Technical Assistant, you will play a vital role in supporting the Commercial Lines team. Your responsibilities will include:

• Issuing standard certificates using approved agency templates and verifying certificate holder accuracy.
• Handling custom certificate wording and rush certificate requests.
• Auditing certificates for compliance and accuracy; resolving holder or carrier discrepancies.
• Accurately entering and updating policy data in AMS360.
• Processing endorsements, cancellations, reinstatements, audits, and other servicing transactions.
• Reviewing complex endorsements for coverage accuracy and form integrity.
• Supporting Account Managers during renewal cycles, including pulling loss runs and assisting with exposure analysis.
• Assisting with the preparation of quote summary templates when requested.
• Completing assigned processing tasks within designated turnaround times.
• Maintaining documentation and filing standards in accordance with agency procedures.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

• Licenses/Designations: Active 2-20 or 4-40 license is required.
• Experience: 2-3+ years of experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is required.
• Education: High school diploma or equivalent; additional certifications or training in insurance is a plus.
• Soft Skills: Strong attention to detail, excellent organizational skills, ability to manage multiple tasks efficiently, effective communication skills, and a proactive approach to problem-solving.

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