TECHNICAL ASSISTANT - COMMERCIAL LINES DIVISION

Plastridge Insurance
Plastridge Insurance

IT

Posted on Oct 8, 2026
TECHNICAL ASSISTANT – COMMERCIAL LINES DIVISION Job Description:Provides technical assistance to the Commercial Lines department performing data entry and data management duties including policy/endorsement checking and requesting/ following up on change requests. Essential Functions:- 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