Lead Technical Assistant

Aspyre; Lead (SD); On-site; USD 90,000 - 120,000; Full time

Job summary

Balance Partners, LLC seeks an experienced insurance operations lead to serve as SME and primary contact across multiple lines of business. You will provide operational leadership, staff development, onboarding and ongoing training for underwriting and service teams, and help optimize workflows and data quality.

You will partner with administration and operations leads to scale programs, supervise staff, and ensure accurate processing from quote to endorsement, while driving process improvements

Qualifications

• 3+ years in an office environment with lead or senior support experience.
• 3–5 years in the insurance industry; MGA or wholesale operations experience preferred.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Work with administration and operation leads to support technical assistants and underwriters.
• Serve as the designated point person for multiple active lines of business; expand with growth.
• Lead onboarding and training for new staff, including system demonstrations and process walkthroughs.
• Develop and facilitate ongoing training for operations and administration teams.

Skills

Microsoft Office

IMS

Lead/Senior support

Tools

IMS

Job description

• 2 days ago
• 2 min read
  

Balance Partners, LLC is seeking an experienced insurance operations professional to join our growing administration and operations teams in a lead capacity. This individual will serve as the primary subject matter expert and point of contact across multiple lines of business, providing operational leadership and staff development support to our underwriting and service teams.
This is a full time, Monday-Friday 8AM-5PM EST opportunity with comprehensive benefit eligibility.

Duties & Responsibilities

• Work closely with administration and operation leads to provide support to technical assistants and underwriters.
• Serve as the designated point person for multiple active lines of business, with responsibility expected to expand as the company grows and new programs are added.
• Lead onboarding and training for new staff, including conducting system demonstrations, workflow walkthroughs, and orientation to departmental processes and tools.
• Develop and facilitate ongoing training for the operations and administration teams when new processes, procedures, or system updates are introduced.
• Review and assist in setting internal processes with respects to a variety of support functions.
• Develop skills, knowledge and promote growth of junior staff in addition to reviewing/auditing work to resolve data quality errors.
• Participate in special projects/assignments at the direction of Manager.
• Serve as the subject matter expert for company and departmental projects or initiatives.
• Develop a full working knowledge of the current and future lines of business we underwrite/service.
• Prepare and properly record all required information needed to clear, bind, invoice, issue, and endorse accounts.
• Handle client requests for information, policies, endorsements, cancellations, loss runs and other services as required.
• Learn existing workflow and documentation protocol as well as assist in creating workflow for future lines of business.
• Provide technical and administrative assistance required to support to underwriting teams.
• Demonstrate an extremely high level of attention to detail, performing in a manner that consistently prevents errors and omissions.
• Consistently demonstrate a professional, positive, team-oriented attitude while performing job duties.
• Pursue a program of personal and professional development.
• Other duties as assigned.

Desired Skills

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Previous experience using the program IMS (Insurance Management System)
• 3 or more years of experience in an office environment, with demonstrated experience in a lead or senior support capacity.
• 3 to 5 years of experience in the insurance industry; MGA or wholesale operations experience strongly preferred.
• Proven ability to develop and deliver staff training, process documentation, or system walkthroughs.
• Strong organizational skills with the ability to manage responsibilities across multiple lines of business simultaneously.