Technical Support Associate
Core
Provide technical assistance and workflow support to the Commercial Service, Marketing, and Production teams for an insurance brokerage.
Role type
Junior operational support associate (insurance)
Builds
Insurance proposals, policy summaries, quotations, binders, and account management workflows for commercial clients.
Domain
Insurance brokerage / Commercial Lines
Required skills
Data entry, automated systems, Microsoft Office, organizational skills, interpersonal skills, quality control review, policy checking, endorsement processing, invoicing, form familiarity.
Preferred skills
Property and Casualty license (to be obtained after hire), experience in office environment.
Technologies
Insurance automation systems, Microsoft Office, Agency Management Systems.
Responsibilities
Support production and account managers with proposals and policy summaries; Enter data as required by insurance company automation systems; Handle correspondence and clerical processing of accounts including applications and pre-renewal data collections; Process certificate of insurance requests; Obtain and provide loss reports from insurance carriers; Process quotations and binders for Workers Compensation Pool and Flood Insurance; Maintain cancellation/reinstatement system; Process invoicing for commercial policies; Conduct quality control reviews.
Seniority
Entry-level / Individual Contributor