Technical Assistant

1 month ago

Dover, United States Conner Strong & Buckelew Companies, LLC Full time
Job DescriptionJob 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.

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