Job Description
**SUMMARY:**
The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks 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 tasks, including but not limited to:
+ Certificates of Insurance
+ Certificate Holder Updates
+ Motor Vehicle Reports
+ Cancellations Notices
+ Loss Runs- On Demand and Scheduled
+ Policy Binders
+ Endorsements and Audits
+ Invoicing
+ Prepare Renewal Kit
+ Create Renewal Submission Applications
+ Proposal Preparation
+ Prepares certificates of insurance and certificate holders updates as required
+ Orders and processes scheduled loss runs and on demand loss run requests
+ Processes direct bill and agency bil endorsements and audits
+ Prepare renewal submission a...
The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks 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 tasks, including but not limited to:
+ Certificates of Insurance
+ Certificate Holder Updates
+ Motor Vehicle Reports
+ Cancellations Notices
+ Loss Runs- On Demand and Scheduled
+ Policy Binders
+ Endorsements and Audits
+ Invoicing
+ Prepare Renewal Kit
+ Create Renewal Submission Applications
+ Proposal Preparation
+ Prepares certificates of insurance and certificate holders updates as required
+ Orders and processes scheduled loss runs and on demand loss run requests
+ Processes direct bill and agency bil endorsements and audits
+ Prepare renewal submission a...
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