Plastridge Insurance
Technical Assistant - Employee Benefits
Posted on Jul 31 Remote - Florida 265 views
Provides technical assistance to the Benefits department performing data entry and data management duties including client enrollments, terminations and changes.
Education/Experience:
- 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 ID cards to clients
- Manage assigned documentation from paper to electronic form including bar coding and scanning
- 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
- Generate rates by manual or software/website calculations
- 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
Education/Experience:
- 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
