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Technical Assistant Commercial Insurance

York International

Technical Assistant Commercial Insurance

Harrison, NY
Full Time
Paid
  • Responsibilities

    We are looking for an ambitious, hard-working person who is interested in starting a career in Insurance. We will supply the resources and training to get you on the right path. A Commercial P&C Technical Assistant is detail-oriented, deadline-driven, and precise. The role requires you to possess project management and communication skills in order to meet customer service demands. Self-disciplined follow-through is required to ensure tasks are completed in accordance with account team/client demands and in accordance with quality and procedural standards. Our team-based environment is fast-paced and requires collaboration and a supportive approach. As a support professional, you will help develop and execute client service tasks working with Client Executives and Sales. You must be flexible and able to perform in a varied and sometimes challenging environment.   Responsibilities: • Follow department quality and work product guidelines based on office training • Once trained, thorough understanding and use of the EPIC agency management system • Once trained, thorough understanding and use of insurance company online rating and policy administration platforms • Commitment to building a foundation of understanding of all P&C lines of coverage • Client contact for day-to-day issues, issue certificates of insurance, process change requests, follow up tasks for underwriting information, application prep, and invoicing all policies and endorsements. Qualifications: • Desire to begin a career in Insurance • Better than average understanding of Microsoft Excel • Knowledge of Microsoft Word and responsibility for helping prepare proposals • Liaison with Accounting and the Client on invoicing and payment issues • Commitment to ongoing professional education 

    • Follow department quality and work product guidelines based on office training • Once trained, thorough understanding and use of the EPIC agency management system • Once trained, thorough understanding and use of insurance company online rating and policy administration platforms • Commitment to building a foundation of understanding of all P&C lines of coverage • Client contact for day-to-day issues, issue certificates of insurance, process change requests, follow up tasks for underwriting information, application prep, and invoicing all policies and endorsements.