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Franklin Street · 15 hours ago

Technical Assistant, Insurance

Tampa, FL

Full-time

Onsite

Entry Level

1+ years exp

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions. The Technical Assistant will provide assistance with technical and clerical duties to the insurance team on both renewal and new business, including processing certificates of insurance and managing account data.

Financial ServicesReal Estate

Responsibilities

Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s)

Make necessary modifications to account(s) to properly reflect current and accurate data

Perform online quoting with various carriers and become proficient with online rating

Obtain flood determinations, as needed, by unit for insured locations

Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system

Execute requested policy changes

Assist with data merge for Master Policy proposals

Assist with review and delivery of Master policies

Assist team with aged receivables, invoicing, processing check requests, and applying payments

Assists in loss-run requests

Follow up with recommendations

Delivery policies to clients and lenders

Assist with other technical and clerical duties, as requested by leadership

Work required is generally low level of complexity and high repetitive nature

Qualification

Insurance LicenseMS Office proficiencyCustomer serviceAttention to detailWillingness to learnDeadline managementVerbal communicationWritten communication

Required

Insurance License at time of hiring or within 90 days of employment

Ability to provide excellent customer service to clients

Must have sharp attention to details

Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience

Willingness to learn

Ability to work efficiently to meet deadlines

Ability to interpret information accurately

Proficient in MS Office applications (Excel, Word, Outlook) is required

Excellent verbal and written communication skills

Ability to work overtime when needed