Technical Assistant

Description

The Technical Assistant will provide assistance with technical and clerical duties to the insurance team on both renewal and new business.

• Follow up with recommendations.
• Make necessary modifications to account(s) to properly reflect current and accurate data
• Assists in loss-run requests.
• Assist with data merge for Master Policy proposals.
• Assist team with aged receivables, invoicing, processing check requests, and applying payments,
• Obtain flood determinations, as needed, by unit for insured locations.
• Delivery policies to clients and lenders.
• Assist with review and delivery of Master policies.
• Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to agency management system.
• Execute requested policy changes.
• Complete, review and issue certificates of insurance and evidence of property, as requested by account team(s)

Requirements

The ideal candidate must possess a college degree and possess an insurance license or willing to acquire it within 90 days of employment. To be successful at this role, candidates must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

• Must have sharp attention to details
• Ability to provide excellent customer service to clients
• Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience.
• Perform online quoting with various carriers and become proficient with online rating.
• Work required is generally low level of complexity and high repetitive nature.
• Ability to work overtime when needed
• Proficient in MS Office applications (Excel, Word, Outlook) is required
• Insurance License at time of hiring or within 90 days of employment
• Ability to interpret information accurately
• Excellent verbal and written communication skills
• Ability to work efficiently to meet deadlines
• College degree preferred

Benefits

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Training + Development

Interview process

Visa Sponsorship

Security clearance