Conner Strong & Buckelew ยท 18 hours ago
Technical Assistant
Conner Strong & Buckelew is seeking a Technical Assistant to support the AE Service Teams. The role involves handling various administrative tasks, including data entry, processing requests, and maintaining electronic files, while ensuring accuracy and adherence to company standards.
Employee BenefitsInsurance
Responsibilities
Process Policies, Certificates, Endorsement requests, Correspondence, Filing, Faxes, Copying, Invoicing, and other administrative support as needed for the AE Service Teams
Prepare certificates and Auto ID cards
Enter data and ensure accuracy of data input into Agency Management System (Sagitta)
Enter data into Document Management System (WorkSmart)
Operate office equipment
Set-up and maintain electronic files that conform to company standards
Resolve routine issues and use sound judgement in referring more complex issues to the Service Team
Create diaries in Sagitta and WorkSmart for account specific workflows and service plans, as directed
Assist with other administrative support duties as needed
Answer, direct and/or handle phone calls, as applicable
Open, sort and distribute mail, as applicable
Qualification
Required
College degree preferred
Previous experience in an insurance or office environment
Ability to operate office equipment (fax, copier, etc.)
Proficiency required on Microsoft products; Word, Excel and PowerPoint
Exceptional Organizational and Customer Service Skills
Excellent interpersonal and verbal and written communication skills
Self starter, flexible and able to multi-task with minimal supervision
Authorized to work in the United States on a full-time basis without Company sponsorship
Property and Casualty Producer License, where required
AINS and other specialized designations as appropriate
Benefits
Participation in family medical and dental insurance programs
401K plan
PTO
Company
Conner Strong & Buckelew
Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.
Funding
Current Stage
Late StageRecent News
Conner Strong & Buckelew
2025-11-03
2025-09-13
The Philadelphia Inquirer
2025-07-25
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