Description:The Commercial Lines Technical Assistant is responsible for working on a day to day basis with the Commercial Lines Account Managers on policy servicing to include issuing certificates, binders, proposals, processing endorsements and audits, and policy checking.
- Work independently, provide prompt, accurate and professional customer service ? Understand key coverages
- Assist in marketing new and renewal business, by entering or updating applications, requesting loss runs, etc.
- Maintain contact and collaborate with internal staff
- Review and update applications and general information (attachments, activities, follow-up) in the agency management system.
- Process audits, endorsements, certificates, proposals, policy checking and all other policy service and maintenance.
- Some client contact.
- Conduct all business in accordance with established policies and procedures.
- Other duties as assigned.
Requirements:
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High School Diploma or GED
- Commercial lines insurance experience or 3-5 year’s total insurance experience.
- Previous Applied Epic experience
- Ability to effectively communicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, carriers and peers
- Ability to effectively resolve conflict with a minimal negative impact to all parties involved
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel)
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Company Description*
In business since 1929, BABB, Inc. is an employer who cares not only about the health, safety and wellbeing of its own employees, but also makes the well-being of their clients’ employees their businesses. Partnering with businesses of all sizes, Babb prides itself on improving our clients’ risk in order to drive down insurance costs.
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Benefits*
- 401K
- Medical, Dental, & Vision coverage
- Paid time-off