Technical Assistant

Responsible for providing support to the AE Service Teams. Handle projects, clerical assignments, 
administrative and data entry duties as directed. 

• →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.

• Adhere to Company Policies, Procedures, Processes and Guidelines.
• Other duties as assigned.

• 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.