Technical Assistant

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Manage the workflow of the Northeast Support Team under the oversight of the Business Operations Leader.

• Communicate with Brokers, Underwriters, and Underwriter Assistants through Teams/email to address inquiries, investigate and resolve problems, and follow up on pending matters.

• Offer clerical and administrative assistance to the Operations Team and Underwriting Teams.

• Support policy servicing inquiries related to accounting, underwriting, and operations.

• Acquire knowledge and work within the Agency Management System to save documents, emails, and correspondence.

• Gain familiarity with the reporting capabilities of the Agency Management System, including the generation and distribution of scheduled and ad hoc reports.

• Respond to inquiries regarding the organization’s products and services to aid in customer service functions.

• Engage in personal and professional development initiatives.

⛳️ Requirements

• A minimum of a High School Diploma or GED is required.

• Proficient in using the MS Office Suite.

• Basic knowledge of accounting principles.

• Excellent telephone etiquette.

• Ability to uphold a high level of confidentiality.

• 1 - 2 years of experience in a comparable role.

• Preferred: An Associate or Bachelor’s degree in an insurance or accounting-related field.

• Preferred: Completion of 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