Technical Assistant

Irvine, CA

Full Time

Production

Mid Level

Hours: 8:30-5:00 Local Time

Compensation: Based on Experience

Summary:
USG is a national wholesale/brokerage for hard to place commercial insurance coverages. This position works in close support and on behalf of the Producer/Broker providing assistance where necessary to maintain a professional work product and relationship with our carriers, retail agents, and Producer/Broker(s). Prior insurance industry experience is required.

This position will assist or be a member of one or more Production teams; responsible for tasks as assigned by a Senior Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/Broker(s) including, but not limited to: those tasks related to policy maintenance or submissions, communication with agents or carriers, and data entry work to prepare submissions.

Responsibilities Include:

Requesting renewal application specifications from retail agent, summarize completed applications along with exposures, loss history, target pricing and submit to brokerage carriers for quotation.
Prepare and record all required information needed to bind and invoice accounts.
Type mid-term money endorsement/cancellation and audit requests.
Provide timely and accurate customer service to retail agents.
Perform in a manner that will prevent errors and omissions.
Consistently demonstrate a professional, positive, team-oriented attitude while performing job duties.
Provide technical and administrative assistance required to support the attainment of stated office-wide objectives in conjunction with service standards.
Policy reviews prior to servicing final copy to agent and carrier.
Inspection reviews to determine discrepancies that may influence rate or coverage.
Other duties as assigned.

Qualifications:

1-3 years of prior insurance experience, past experience should include wholesale brokerage/MGA, retail insurance agency, or carrier experience.
C.I.S.R or P&C license is preferred by not mandatory.
Knowledge of Windows based software applications and basic typing skills.
Knowledge of basic P&C insurance, forms, endorsements, rating methods, and terminology.

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For more information on opportunities with USG Insurance Services, please visit www.usgins.com

Technical Assistant

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