Commercial Lines Technical Assistant

The Jonus GroupClearwater, FL
2d$45,000 - $55,000Onsite

About The Position

Seeking a detail-oriented and dedicated Commercial Lines Technical Assistant to join a team. This is an exciting opportunity to contribute to a growing team and support a mission of delivering exceptional service to clients. The position is onsite and offers a comprehensive benefits package.

Requirements

  • Active 2-20 or 4-40 license is required.
  • 2-3+ years of experience in a similar role.
  • Proficiency in AMS360 software is required.
  • High school diploma or equivalent
  • Strong attention to detail
  • Excellent organizational skills
  • Ability to manage multiple tasks efficiently
  • Effective communication skills
  • A proactive approach to problem-solving

Nice To Haves

  • Additional certifications or training in insurance is a plus.

Responsibilities

  • Issuing standard certificates using approved agency templates and verifying certificate holder accuracy.
  • Handling custom certificate wording and rush certificate requests.
  • Auditing certificates for compliance and accuracy; resolving holder or carrier discrepancies.
  • Accurately entering and updating policy data in AMS360.
  • Processing endorsements, cancellations, reinstatements, audits, and other servicing transactions.
  • Reviewing complex endorsements for coverage accuracy and form integrity.
  • Supporting Account Managers during renewal cycles, including pulling loss runs and assisting with exposure analysis.
  • Assisting with the preparation of quote summary templates when requested.
  • Completing assigned processing tasks within designated turnaround times.
  • Maintaining documentation and filing standards in accordance with agency procedures.

Benefits

  • Full benefits package, including a 401(k) plan
  • Profit-sharing plan after the first year
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