Technical assistant Jobs in USA

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The Technical Assistant plays a crucial role in supporting the underwriting process by assisting Underwriters (UWs) and Account Managers (AMs) with general underwriting administration, processing, and clerical/office support activities.

The role involves supporting the underwriting process by gathering and organizing insurance application information, managing documentation, assisting with policy issuance, providing technical support, and ensuring compliance with company guidelines and regulatory requirements. The TAs also communicate with clients/brokers and collaborate with team members ensuring optimal customer service.

About the Team

You will join a collaborative team of Technical Assistants with diverse professional backgrounds. Team members work collectively to share workloads, provide training and guidance, and support one another in delivering consistent, high-quality service.

The role involves supporting the underwriting process by gathering and organizing insurance application information, managing documentation, assisting with policy issuance, providing technical support, and ensuring compliance with company guidelines and regulatory requirements. The TAs also communicate with clients/brokers and collaborate with team members ensuring optimal customer service.

Key Duties & Responsibilities:

• Data Gathering and Documentation:
• Gather and organize information pertinent to insurance applications, including applicant details, risk factors, policy specifications. Assist in obtaining additional underwriting documents (subjectivities), through timely and diligent follow-ups.
• Maintain a diary system to ensure prompt receipt of account information.Conduct thorough reviews of underwriting documents and policies to ensure accuracy and compliance with company guidelines and regulatory requirements.
• Adhere rigorously to compliance standards while maintaining accurate account files and underwriting documentation.
• Policy Issuance, Processing and Technical Support:Provide support in processing policy endorsements, renewals, cancellations, and other policy-related transactions.Process and book endorsements including premium bearing endorsements within established company Service Level Agreement (SLA) guidelines.Accurately input account information into Policy Issuance (PIL) and endorsement logs.Utilize underwriting software for data input and report generation.Create post-binding E-File in Insurance Desktop (IDT) and update the PIL with account information.
• Process various notices and filings such as Broker of Record (BOR) notices, Direct Notices of Cancellation and Motor Carrier Filings.
• Handle declination letters, loss control survey inspections and final premium audits.
• Client Engagement and Communication:Engage with internal/external customers to request information, clarify details, and provide updates.Serve as a point of contact for Operations team and underwriters, providing optimal customer service.undefined
• Team Support and Collaboration:Provide backup support for TA team when needed.Collaborate effectively with various departments and colleagues to address inquiries, resolve issues, and streamline workflow processes.

Please note that additional duties, responsibilities, and activities appropriate to the nature of this role may be required.

About You:

We encourage you to bring your own experience and expertise to the table, so while there are some qualifications and experiences, we need you to have, we are open to discussing how your individual knowledge might lend itself to fulfilling this role and help us achieve our goals.

What we're looking for from you:

• High school diploma or equivalent required.
• Undergraduate degree in business, finance, or related field preferred, but not required.
• Preferably a minimum 0-2 years’ experience in the commercial insurance industry.
• Proficiency in Microsoft Office Suite or similar software.
• Strong aptitude for learning new computer/software programs.
• Solid critical thinking skills and problem solving skills.
• Demonstrates a positive, can-do attitude.
• Good verbal, written, and interpersonal skills.
• Strong customer service skills and a professional demeanour.

Critical Competencies:

• Able to follow directions effectively.
• Self-motivated and capable of working independently.
• Skilled at prioritizing tasks and highly organized.
• Collaborates effectively with team members to achieve goals.
• Adaptable to change and maintains a positive approach in dynamic environments.
• Attentive to detail and accuracy.
• Capable of multitasking in a high-volume work environment.
• Committed to ongoing professional growth and development.

Role factors:

• In this role, you will typically be required to be in the office 3 days per week

What we offer:

You will be eligible for a comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid annual leave, and much more.

For this position, we currently expect to offer a base salary in the range of $45,000 to $55,000. Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location. In addition, you will be offered competitive target incentive compensation, with awards based on overall corporate and individual performance. Where this role is based in the United States of America, this role is [Non-Exempt] for FLSA purposes.

This posting is for an existing vacancy.