Technical Assistant

SPG Wholesale Insurance Position

SPG Wholesale, LLC is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on small to mid-market E&S commercial and specialty personal lines risks.

Essential Duties and Responsibilities

• Assist with State Surplus Lines affidavit/ compliance documentation and follow up.
• Provide and/or assist with documentation management related to audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner.
• Respond promptly to all requests from brokerage team, underwriters, retailers, or managers regarding account servicing issues.
• Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
• Follow departmental procedures with accuracy, efficiency, and meeting compliance standards.
• Act as liaison between clients and the underwriter to manage all account documentation.
• Initiate cancellation, rescission, and non-renewal notices according to statutory and contractual requirements.
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, surplus lines documents, etc. from outside sources.
• Maintain current knowledge of the insurance industry through attendance of virtual workshops, seminars, literature reviews and/or formal continuing education.
• Other duties as assigned.
• Interest or knowledge with Personal lines support.

Qualifications

• One year of wholesale insurance experience preferred.
• High School graduate required; College courses preferred.
• Basic knowledge of Commercial Lines E&S products, along with some Personal Lines E&S products.
• Previous work experience in the fields of insurance underwriting, customer service, with a successful track record
• Positive attitude and enjoy helping others through frequent phone and email communication.
• Excellent written and verbal communication skills
• Ability to work well under pressure to meet tight deadlines in a fast-paced environment.
• High level of adaptability to meet the needs of various situations.
• Strong organization skills, with a high level of detail orientation.
• Proficiency in Microsoft Word and Excel and various rating portals.
• Technical Assistant experience or three years of general insurance experience

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.