The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to:
- Certificates of Insurance
- Certificate Holder Updates
- Motor Vehicle Reports
- Cancellations Notices
- Loss Runs- On Demand and Scheduled
- Policy Binders
- Endorsements and Audits
- Invoicing
- Prepare Renewal Kit
- Create Renewal Submission Applications
- Proposal Preparation
- Prepares certificates of insurance and certificate holders updates as required
- Orders and processes scheduled loss runs and on demand loss run requests
- Processes direct bill and agency bil endorsements and audits
- Prepare renewal submission applications
- Provides quality customer service to clients, team members, and carriers
- Prepares policy binders for delivery to clients
- Maintains an accurate suspense system on all items that require a response
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other reasonable duties as assigned by your supervisor
REQUIREMENTS:
- Insurance agency or broker experience preferred
- Exceptional customer service skills
- Excellent organizational, interpersonal, communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
- EPIC Agency Management System experience preferred but not required
- FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)
Licensing or Certification Requirements:
- FL 2-20 P&C License
- Current with all necessary CE credits in required lines and states
- Professional designation highly desirable (CIC, AAI, ARM)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Skills Required
- Insurance agency or broker experience
- Exceptional customer service skills
- Excellent organizational, interpersonal, and communication skills
- Proven ability to work in a successful team environment
- Strong data entry skills
- Ability to exercise independent judgment
- Proficient in Microsoft Word, Excel, Outlook and internet utilization
- EPIC Agency Management System experience
- Florida 2-20 Property & Casualty (P&C) License
- Current with all necessary CE credits in required lines and states
- Professional designation (CIC, AAI, ARM)
- 1-2 years of relevant experience
- High school diploma or equivalent
HUB International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.
-
Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
-
Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
-
Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.
HUB International Insights
What We Do
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
