Technical Assistant

Overview

Assist insurance team with technical and clerical tasks for renewals and new business.

Key Responsibilities

• document retrieval
• data merge
• policy delivery
• certificate issuance
• flood determination
• account updates

Tasks

The Technical Assistant will provide assistance with technical and clerical duties to the insurance team on both renewal and new business. -Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system. -Make necessary modifications to account(s) to properly reflect current and accurate data -Assists in loss-run requests. -Execute requested policy changes. -Assist team with aged receivables, invoicing, processing check requests, and applying payments, -Follow up with recommendations. -Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s) -Delivery policies to clients and lenders. -Assist with review and delivery of Master policies. -Assist with data merge for Master Policy proposals. -Obtain flood determinations, as needed, by unit for insured locations.

Requirements

• insurance license
• college degree
• ms office
• 1+ year
• customer service
• detail oriented

What You Bring

Must be able to successfully pass pre-employment (post-offer) drug screen and background check. The ideal candidate must possess a college degree and possess an insurance license or willing to acquire it within 90 days of employment. To be successful at this role, candidates must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience. -Ability to provide excellent customer service to clients -College degree preferred -Ability to work overtime when needed -Insurance License at time of hiring or within 90 days of employment -Excellent verbal and written communication skills -Work required is generally low level of complexity and high repetitive nature. -Perform online quoting with various carriers and become proficient with online rating. -Proficient in MS Office applications (Excel, Word, Outlook) is required -Ability to work efficiently to meet deadlines -Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience. -Ability to interpret information accurately -Must have sharp attention to details

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Benefits

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

About Franklin Street

-Founded in 2006 in Tampa, Florida, amid a challenging market, the firm carved a path in commercial real estate. -It has grown into a full‑service platform delivering brokerage, leasing, capital, insurance, property and project management. -Operating across major southern U.S. metros, the firm launched a dedicated multifamily division in Texas in early 2025. -Their reach spans capital advisory to insurance brokerage, enabling end‑to‑end client solutions. -Repeat recognition—such as Best Places to Work and top brokerage honors—marks its rising profile.

Sector Specialisms

Security Clearance

-must pass pre‑employment drug screen and background check.