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The Technical Assistant is responsible for assisting the account managers with the dayto-day servicing of accounts while learning about the Insurance industry
Job Responsibility:
Issue certificates of insurance
Check endorsements for accuracy, invoice and deliver to client
Check audits for accuracy, invoice, and delivery to client
Prepare policy delivery books for clients
Prepare Proposals of Insurance using the agency management system and Microsoft Word
Order loss runs from various carriers or obtain them from the carrier website
Perform routine administrative tasks
Pursues a course of personal, professional development
Other duties or special projects may be assigned
Requirements:
TN Property & Casualty Insurance License (or ability to obtain within 90 days of employment)
Bachelor’s degree in a business or financial related discipline (preferred)
1 – 3 years’ experience in a similar position (preferred)
AMS360 and ImageRight software experience (preferred)
High School Diploma
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Nice to have:
Bachelor’s degree in a business or financial related discipline
1 – 3 years’ experience in a similar position
AMS360 and ImageRight software experience
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more