Business Processing Technician

Amwins; Roseville (CA); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) with company match

Paid Time Off

Career advancement opportunities

Job summary

Amwins is seeking a Business Processing Technician in Roseville, CA for a full-time hybrid role. You will manage customer data in CRM, respond to inquiries, and ensure accurate data processing to meet performance targets.

You will follow established procedures, support teammates, and contribute to a high-touch customer experience. The compensation range is provided for California, and strong MS Office skills are preferred.

Qualifications

• High school diploma or GED is required.
• Undergraduate degree in Business, Finance, Insurance Studies, or related field preferred.
• Proficiency in Microsoft Office is required or highly preferred.

Responsibilities

• Receive and attach customer data to the proper account in the CRM.
• Respond to customer inquiries and issues, following through to completion and total customer satisfaction.
• Process data timely and accurately to avoid errors and rework, meeting performance metrics.
• Follow established processes and procedures to maintain published standards and compliance.
• Promote teamwork and efficiency within the department by supporting other team members as needed.
• Other duties as assigned.

Skills

Follow protocol

Attention to detail

Customer service

Communication skills

Education

High School Diploma or GED

Bachelor's degree in Business/Finance/Insurance Studies or related

Tools

Microsoft Office

Job description

At Amwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs. First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders.

Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.

Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.

At Amwins, we win together — and have a good time doing it.

Learn more about us at amwins.com.

We see you in Amwins blue!

Join our Amwins Access team in Roseville, CA as a Business Processing Technician!

This is a full-time, hybrid position based out of our Roseville, CA office.

Each Business Processing Technician provides vital team functions:

• Receive and organize customer data, attaching it to the proper account in the Customer Relationship Management (CRM) system
• Respond to customer inquiries and issues, following through to completion and total customer satisfaction
• Process all data in a timely and accurate manner to avoid errors and rework, while meeting target performance metrics
• Follow established processes and procedures to maintain published standards and remain in compliance at all times
• Promote teamwork and efficiency within the department by supporting other team members as needed
• Other duties as assigned

We are looking for people with:

• Ability to follow protocol
• Accuracy and attention to detail
• Strong customer service skills, with effective written and verbal communication
• High school diploma or GED required; undergraduate degree in Business, Finance, Insurance Studies, or a related field preferred
• Proficiency in Microsoft Office

Experience:

• Entry-level role: 1 year of customer service experience preferred

Work Environment:

This position operates in a professional office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands:

While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The employee is occasionally required to stoop or kneel. Vision abilities required by this job include close vision. This position requires the ability to occasionally lift office products and supplies weighing up to 20 pounds. The noise level in the work environment is usually quiet to moderate.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. No direct inquiries, please.

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.

California Pay Range: $19 USD - $21 USD

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities