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The Technical Assistant supports daily office operations and commercial account servicing by managing mail, check logs, system updates (AMS/IR), and compliance documents. The role produces reports, maintains follow‑up systems, assists with licensing records, provides prompt customer service, and contributes to team operations while growing insurance knowledge.
Job Responsibility:
Check the overnight mailbox daily and forward messages to appropriate parties
Open, date stamp and distribute incoming mail
Log all checks on check log
Process outgoing mail
Support general office operations
Provide prompt, accurate, courteous service to customers and company personnel
Assist with maintenance of licensing documentation
Produce reports and update AMS/IR as needed for Internal Operations compliance
Produce system expiration reports and task reports
Provide a high level of support in maintaining, expanding and servicing commercial accounts
Maintain a suspense system to follow up on outstanding items
Grow and develop talents and insurance knowledge
Enter all required data into management system
Promote teamwork within department and profit center
Requirements:
Willingness to obtain Insurance Producer license within first year of employment
2+ years’ experience in the insurance industry (preferred)
High school diploma or equivalent
Proficient with MS Office Suite
Proficient knowledge use of office equipment
Exceptional telephone demeanor
Ability to work in-office full time
Ability to maintain a high level of confidentiality