Commercial Lines Technical Assistant

Posted 6 Days Ago
Be an Early Applicant
6 Locations
In-Office
Entry level
Insurance
The Role
Support Account Executives and Producers by preparing certificates, binders, endorsements, loss runs, invoices, renewal submissions, proposals, and policy documents; maintain account data, scanning, suspense systems, and provide customer service to clients, carriers, and internal teams.
Summary Generated by Built In

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Summary
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.

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

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

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)

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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

  • Less than 1 year of relevant experience
  • High school or equivalent
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, 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
  • Insurance agency or broker experience
  • EPIC Agency Management System experience
  • FL P&C License (2-20 preferred or willingness to convert 4-40 to 2-20)

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

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.

Similar Jobs

In-Office
Tallahassee, FL, USA
2391 Employees

Opendoor Logo Opendoor

IT Support Technician

eCommerce • Fintech • Real Estate • Software • PropTech
Hybrid
Miami, FL, USA
1600 Employees

DraftKings Logo DraftKings

VIP Host, National East

Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Remote or Hybrid
United States
6400 Employees
68K-85K Annually

CrowdStrike Logo CrowdStrike

Sales Engineer

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
2 Locations
10000 Employees
75K-115K Annually

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account