Technical Assistant jobs in United States
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Conner Strong & Buckelew ยท 8 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
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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

Microsoft OfficeData EntryPropertyCasualty LicenseAINS CertificationCustomer Service SkillsMulti-taskingOrganizational SkillsCommunication SkillsSelf-starter

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

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Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Tiagwad
President & Chief Executive Officer
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Company data provided by crunchbase