Technical Advisor

Provides technical assistance to the Commercial Lines/HRC department performing data entry including but not limited to Certificate and Evidences, Inspection Recommendations, Endorsement processing, Policy checking, and monitoring cancellations.

Responsibilities

• Work with Account Manager(s) or Team Leaders to assist in the issuance, renewal, change/update, endorsement and/or modification of policies on assigned accounts
• Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents
• Manage and distribute insurance legal documents including, evidences of insurance, certificates of insurance and automobile ID cards to clients
• Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required
• Maintain company procedures in documentation and maintenance of client information in EPIC database
• Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business
• Verify payments with carriers and document accordingly
• Assist Producers or Account Managers in preparation for client meetings
• Prepare policy books or policies for delivery or mailing
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to Branch Managers
• Any other duties as assigned

Qualifications

• High School diploma or General Education Diploma (G.E.D.)
• Commercial Lines experience a plus
• EPIC experience a plus 4-40 or 2-20 P&C FL license required