Personal Lines Technical Assistant (PL Tech Assistant)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Technical Assistant (PL Tech Assistant) to join a team. This role is a fantastic opportunity for an experienced professional looking to grow their career in a supportive and fast-paced environment.

Compensation Package

• Base Salary: $50,000 - $65,000 annually
• Performance Bonus: $25 per application bound (20-40 applications per month on average)
• 401(k): 3% company match, eligible after 1 year of employment
• Health Insurance: Eligible after 60 days; the company covers 77% of the employee-only base plan
• Vacation/PTO: 80 hours of Vacation/PTO after 90 days, plus all major holidays and your birthday off
• Work Environment: Onsite position in St. Petersburg, FL

Responsibilities

• Assist with quoting new business for standard personal lines accounts (small to mid-market size)
• Provide exceptional customer service during the first 90 days of client onboarding
• Collaborate with Account Managers and Customer Service Representatives to ensure seamless client support
• Utilize Hawksoft software to manage and process accounts efficiently
• Support the Director of Operations and other team members in daily administrative and technical tasks

Qualifications/Requirements

• Licenses: Active 4-40 license required; 20-44 license is a plus
• Experience: 2-3+ years of experience in personal lines insurance
• Technical Skills: Proficiency in Hawksoft software or similar platforms
• Soft Skills: Strong attention to detail, excellent communication skills, ability to work in a team-oriented environment, adaptability to a fast-paced setting, and a proactive approach to problem-solving
• Work Arrangement: This is an onsite position in St. Petersburg, FL. Remote work is not available for this role.

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