Dynamics 365 Insurance Tech Support Specialist

Advantage Technical; New Haven (CT); On-site; USD 39,000 - 44,000; Full time

Job summary

Advantage Technical is seeking a Technical Assistant in New Haven, CT to provide frontline support for Field Technology resources and insurance clients using Dynamics 365 and related tools. This role involves answering inquiries by phone and email, documenting issues, and escalating complex problems to technical teams to ensure timely resolution.

The ideal candidate has hands-on experience with Dynamics 365/CRM in financial services, strong communication skills, and a customer-focused mindset.

Qualifications

• Experience with Microsoft Dynamics 365 Sales or Dynamics CRM in the financial services or insurance industry is required.
• Knowledge of life insurance, annuity, long term care and disability income products.
• Knowledge of Electronic-Application is a plus.
• Knowledge of Sapiens IllustrationPro software is a plus.
• Knowledge of SmartOffice CRM is a plus.
• Strong oral and written communication skills.
• Ability to critically think and solve problems within a group or remote setting.
• Strong customer service and interpersonal skills; in particular, excellent telephone skills.
• Strong knowledge and experience with PC software including word processing, spreadsheet and database applications and Windows experience

Responsibilities

• Support field users on Microsoft Dynamics 365 functionality, new features, and best practices to maximize user adoption and system effectiveness via telephone and email channels.
• Escalate complex Microsoft Dynamics 365 issues to appropriate technical teams while coordinating communication and follow-up through resolution.
• Respond to field force inquiries and resolve problems in support of any current or future software supported in the field.
• Documents software problems and solutions reported by users to assist in speedy problem resolution in the future; enters documentation into Service Now tracking system. Escalate issues and alerts Team Lead for resolution as needed.

Skills

Dynamics 365 CRM

Insurance domain knowledge

Electronic-Application

Sapiens IllustrationPro

SmartOffice CRM

Communication skills

Critical thinking

Customer service

PC software proficiency

Education

BA or BS in IT/CS/Business

2-3 years related experience

French/Spanish fluency a plus

Job description

Advantage Technical is seeking a Technical Assistant in New Haven, CT to provide frontline support for Field Technology resources and insurance clients using Dynamics 365 and related tools. This role involves answering inquiries by phone and email, documenting issues, and escalating complex problems to technical teams to ensure timely resolution.

The ideal candidate has hands-on experience with Dynamics 365/CRM in financial services, strong communication skills, and a customer-focused mindset.