Technical Assistant

Connerstrongbuckelew; Camden (NJ); Hybrid; USD 36,000 - 41,000; Full time

Benefits offered by this job

Family medical and dental insurance

401K plan

PTO

Job summary

Conner Strong & Buckelew is seeking an Administrative Support professional to back AE Service Teams. You will handle clerical tasks, data entry in Sagitta and WorkSmart, prepare certificates and Auto ID cards, and maintain electronic files in a busy office.

The role requires strong MS Office skills, prior insurance or office experience, and the ability to multi-task with minimal supervision. Travel to other offices may be required, and the company offers a comprehensive benefits package.

Qualifications

• College degree preferred.
• Previous experience in an insurance or office environment.
• Ability to operate office equipment (fax, copier, etc.).
• Proficiency with Microsoft Word, Excel and PowerPoint.
• Exceptional organizational and customer service skills.
• Excellent interpersonal and written/verbal communication skills.
• Self-starter, flexible and able to multi-task with minimal supervision.
• Authorized to work in the United States on a full-time basis without company sponsorship.

Responsibilities

• Process Policies, Certificates, Endorsement requests, Correspondence, Filing, Faxes, Copying, Invoicing, and other administrative support as needed for the AE Service Teams.
• Prepare certificates and Auto ID cards.
• Enter data into the Agency Management System (Sagitta) and verify accuracy.
• Enter data into the Document Management System (WorkSmart).
• Operate office equipment and maintain filing per company standards.
• Create diaries in Sagitta and WorkSmart for account workflows and service plans.
• Assist with other administrative support duties as needed.
• Answer or direct phone calls and manage mail distribution.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Organizational skills

Customer service skills

Communication skills

Multi-tasking

Education

College degree preferred

Job description

Department: Major Accounts

Job Summary

Responsible for providing support to the AE Service Teams. Handle projects, clerical assignments, administrative and data entry duties as directed.

Principal Responsibilities

• Process Policies, Certificates, Endorsement requests, Correspondence, Filing, Faxes, Copying, Invoicing, and other administrative support as needed for the AE Service Teams.
• Prepare certificates and Auto ID cards.
• Enter data and ensure accuracy of data input into Agency Management System (Sagitta).
• Enter data into Document Management System (WorkSmart).
• Operate office equipment.
• Set-up and maintain electronic files that conform to company standards.
• Resolve routine issues and use sound judgement in referring more complex issues to the Service Team.
• Create diaries in Sagitta and WorkSmart for account specific workflows and service plans, as directed.
• Assist with other administrative support duties as needed.
• Answer, direct and/or handle phone calls, as applicable.
• Open, sort and distribute mail, as applicable.

Other Functions

• Adhere to Company Policies, Procedures, Processes and Guidelines.
• Other duties as assigned.

Requirements

• College degree preferred.
• Previous experience in an insurance or office environment.
• Ability to operate office equipment (fax, copier, etc.).
• Proficiency required on Microsoft products; Word, Excel and PowerPoint.
• Exceptional Organizational and Customer Service Skills.
• Excellent interpersonal and verbal and written communication skills.
• Self starter, flexible and able to multi-task with minimal supervision.
• Authorized to work in the United States on a full-time basis without Company sponsorship

Specialized Knowledge and/or Licenses

Property and Casualty Producer License, where required

AINS and other specialized designations as appropriate

Working Conditions

Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices as directed.

Salary for this position ranges from $26.00 - $30.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be made on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.

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Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.