Technical Assistant
Core
Providing administrative support to a team of Property and Casualty insurance brokers, handling billing, financing, and clerical tasks.
Role type
Administrative Assistant (Insurance)
Builds
Insurance certificates, billing documents, and administrative workflows for clients.
Domain
Insurance / Property and Casualty
Required skills
Billing process management, Financing process follow-up, Insurance confirmation requests, Clerical tasks, Microsoft Suite (Word, Excel), Phone answering, Mail distribution, Certificate issuance, Prioritization, Computer software proficiency
Preferred skills
EPIC software knowledge, Paperless environment experience, Insurance industry knowledge
Responsibilities
Master billing concepts, Follow financing processes and request reimbursement cheques, Respond to insurance confirmation requests, Perform clerical tasks like page layout and presentation preparation, Answer phones, Distribute mail, Issue certificates, Set priorities based on deadlines
Seniority
Entry-level / Junior