IT Technical Assistant

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

Job Title: Technical Assistant

Pay: $28/hour

Onsite New Haven, CT

Must be eligible to work in the US without sponsorship

The Technical Assistant staffs the Field Technology Resource Center, responds to emails and phone calls and provides technical assistance to our client's insurance field force utilizing endorsed software, programs and procedures.

Core 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 Qualifications

Required:

• 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

Education

Required:

• BA or BS degree in Information Technology, Computer Science, Business Administration preferred
• 2-3 years related work experience or equivalent combination of training and experience
• French and/or Spanish fluency is a plus

The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs.

About Us

Advantage Technical connects top- talent in technology, engineering, and technical fields with forward-looking companies.

Advantage Technical is an equal opportunity employer. All applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Advantage Technical offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Advantage Technical is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.