Technical Assistant

Job Description

Job Summary

The Technical Assistant is responsible for providing administrative and technical support to Account Executive (AE) and Service Team(s). As directed, handle administrative and technical assignments, including but not limited to preparation of insurance related documents, maintenance of document management system, issuing and managing certificates of insurance and Auto ID Cards, processing of policies, audits and endorsements and other duties as assigned.

Principal Responsibilities

Manage mail in Document Management System (WorkSmart)

Maintain Client files to company standards

Handle phone, mail and other administrative support for AE Team

Set up carrier/client meetings and manage calendars

Process all policies, manage policy log and checklist policies, as directed

Process certificates of insurance per contract and/or additional insured requirements

Process Auto ID cards

Process Acord Applications

Invoicing/Billing, as directed

Prepare Proposal documents and manage Proposal uploads on Surface Pros

Handle/manage general client requests (property, vehicle, locations, etc.) Including documentation of schedule changes internally, to the insurance carrier and confirmation to client

Follow up on endorsement and other requests with carrier underwriters, as directed

Other Functions:

Ability to plan schedule and organize workload to meet deadlines established by Supervisor

Maintain WorkSmart Document Management System Client files to company standards

Adhere to Conner Strong & Buckelew policies, procedures and guidelines

Ensure accuracy of account data

Adheres to company policies, procedures and guidelines

Other duties, as assigned

Requirements

Bachelors degree preferred or equivalent work experience

P&C License (or obtain post hire)

Other insurance designations deemed appropriate

Detail oriented with ability to multi-task in fast paced environment

Ability to work overtime/flexible hours if/when required

Excellent interpersonal, analytical, written and verbal communication skills

Proficient in Microsoft Word, Excel and PowerPoint

Knowledge of Document Management and Agency Management Systems preferred

Authorized to work in the United States on a full-time basis without Company sponsorship

Specialized Knowledge and/or Licenses

Property and Casualty Producer License, where required

AINS and other specialized designations as appropriate

Working Conditions

Individual will work in a professional office environment with a moderate noise level. Able to work flexible hours and travel to other Conner Strong offices, as directed.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.