Hub International Commercial Insurance Technical Assistant in Raleigh, North Carolina

GENERAL DESCRIPTION (SUMMARY, SCOPE, PURPOSE)

The Technical Assistant is responsible for assisting Account Managers and Producers with the servicing of assigned accounts 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 accounts, including but not limited to:

  • Applications

  • billing

  • policies

  • certificates of insurance

  • endorsements

  • invoices

  • proposals for new and renewal accounts

  • change request

  • endorsements

  • audits

  • annual reviews

  • cancellations

  • Prepares invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required

  • Reviews and processes change requests in the agency management system

  • Sets- up and maintains new and renewal client files

  • Participates in the renewal preparation process, including generatingrenewal updates on accounts specified by the Producer

  • Provides quality customer service to clients, team members, and carriers

  • Reviews policies and endorsements for completeness and accuracy

  • Prepares policies for delivery to clients

  • Communicates with company personnel regarding the client’s needs and/or issues

  • Maintains an accurate suspense system on all items that require a response

  • Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

  • Maintains complete customer files

  • Responsible for scanning communications and documents

  • Input/maintain data on account management system and ancillary systems as required

  • Provide mailroom and switchboard support, when needed

  • 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.

WORK EXPERIENCE REQUIREMENTS

  • At least one year of insurance experience strongly 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

  • Applied Agency Management System experience preferred but not required

EDUCATION REQUIREMENTS

High School Diploma required; Associates degree preferred

LICENSING OR CERTIFICATION REQUIREMENTS

Willingness to obtain state insurance (P&C/Life & Health) licenses

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Location: United States, North Carolina, Raleigh
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: Negligible
Date published: 31-Aug-2018
Department: Account Management & Service
Ref#: 99477_20180707

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.