Technical Assistant

Job Description:

• Process the workflow of the Northeast Support Team under the general supervision of the Business Operations Leader.
• Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
• Provide clerical and administrative support to Operations Team and Underwriting Teams.
• Assist with policy servicing inquiries including accounting, underwriting, and operations.
• Learn and work within Agency Management System to save documents, emails, and correspondence.
• Become familiar with Agency Management System reporting functionality, including running and distributing scheduled and ad hoc reports.
• Answer questions about the organization’s products and services to assist in customer service functions.
• Pursue a course of personal and professional development.

Requirements:

• Minimum education requires a High School Diploma or GED.
• Proficient with MS Office Suite.
• Basic accounting knowledge.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 - 2 years’ experience in a similar position.
• Preferred: Associate or bachelor’s degree in an insurance or accounting related discipline.
• Preferred: Some licensing or insurance related courses.

Benefits:

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts
• Personal and professional development