Commercial Lines Technical Assistant

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Issue certificates of insurance and evidence of property forms that align with policy coverage and carrier authorization.

• Assist in the processing of incoming and outgoing mail, including requests for policy changes and information.

• Prepare renewal packets for Producers 150 days before expiration, as applicable.

• Request budgets from municipal insureds 150 days prior to expiration, if applicable.

• Send schedules and supplemental applications to insureds for completion 150 days prior to expiration as instructed by the Account Manager.

• Prepare renewal proposals for Account Managers as necessary.

• Print electronic policies for clients and/or save them on disk.

• Prepare policy delivery notebooks.

• Assist Account Managers in processing and invoicing endorsements and/or policies.

• Update the computer system during the processing of renewals and/or endorsement requests.

• Issue auto ID cards at renewal and when vehicle modifications occur.

• Profile and scan both paper and electronic documents for Commercial Lines.

• Follow up with carriers regarding pending endorsement requests and policies.

• Pursue educational requirements mandated by Pennsylvania to adhere to licensing laws.

• Provide direct client support in the absence of the Account Manager, if licensed.

• Collaborate with Account Managers to ensure timely, quality client service and support retention objectives.

⛳️ Requirements

• Obtain a Pennsylvania Insurance License within two years.

• High School diploma or equivalent qualification.

• Ability to type at least 40 words per minute.

• Proficient in Word and Excel.

• Capability to learn the agency management system.

• Pleasant demeanor on the phone.

• Ability to thrive in a fast-paced environment.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.