Technical Advisor

Job Responsibilities:

1. 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.
2. 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.
3. Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents.
4. Manage and distribute insurance legal documents including evidences of insurance, certificates of insurance and automobile ID cards to clients.
5. Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required.
6. Maintain company procedures in documentation and maintenance of client information in EPIC database.
7. Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business.
8. Verify payments with carriers and document accordingly.
9. Assist Producers or Account Managers in preparation for client meetings.
10. Prepare policy books or policies for delivery or mailing.
11. Be familiar with and follow Agency E&O guidelines.
12. Report any omissions regarding coverage on policies to Branch Managers.
13. Any other duties as assigned.

Minimum Requirements:

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