Technical Advisor
Job in
Delray Beach, Palm Beach County, Florida, 33483, USA
Listed on 2026-01-23
Listing for:
The Agency Recruiting
Full Time
position Listed on 2026-01-23
Job specializations:
-
Insurance
Job Description & How to Apply Below
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.
Responsibilities- 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
- Perform data entry work not limited to applications, spreadsheets, insurance legal documents, mailing labels, form letters and other related documents
- Manage and distribute insurance legal documents including, evidences of insurance, certificates of insurance and automobile to clients
- Provide technical assistance to Producers, New Business Marketing Managers or Commercial Account Managers as required
- Maintain company procedures in documentation and maintenance of client information in EPIC database
- Assist in the underwriting process including ordering and researching reports and records as required for placement of new and/or renewal business
- Verify payments with carriers and document accordingly
- Assist Producers or Account Managers in preparation for client meetings
- Prepare policy books or policies for delivery or mailing
- Be familiar with and follow Agency E&O guidelines
- Report any omissions regarding coverage on policies to Branch Managers
- Any other duties as assigned
- High School diploma or General Education Diploma (G.E.D.)
- Commercial Lines experience a plus
- EPIC experience a plus 4-40 or 2-20 P&C FL license required
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