Technical Assistant - Commercial Lines

Colonial Group; Laconia (NH); On-site; USD 36,000 - 48,000; Full time

Job summary

Colonial Group is seeking a detail-oriented administrative assistant to provide customer service and clerical support for Producers and service teams. You will help support existing accounts and solicit new business, handling data entry, filing, and document preparation.

The role requires strong communication, teamwork, and time management, with experience in office software and office equipment. This is a full-time on-site position in New Hampshire.

Qualifications

• Verbal and written communication skills are essential.
• Strong customer service mindset for phone and in-person interactions.
• Problem solving and time management to handle multiple tasks.
• Typing speed of 30–35 wpm for data entry and correspondence.
• Ability to work well in a team and support colleagues.
• Ability to prioritize work across multiple projects and deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Sets up prospect and customer files; handles filing and dead files.
• Answers calls and routes them; operates fax, scanner, printer, and copier.
• Assists service team with marketing materials, proposals and presentations for prospects and customers.
• Inputs prospect and customer data into applications.
• Provides word processing assistance as required.
• Inputs information into agency management system.
• Maintains inventory and coordinates ordering of office supplies.
• May conduct agency billing and processing check requests.
• Complies with data standards and ensures data integrity in the system.
• Other duties as assigned.

Skills

Verbal & written skills

Customer service

Problem solving

Typing 30–35 wpm

Team player

Time management

MS Office proficiency

Education

High school diploma

Job description

SUMMARY

Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Sets-up prospect and customer files; sets-up and process dead files; conducts miscellaneous filing;
• Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers;
• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;
• Inputs prospect and customer data into applications;
• Provides word processing assistance as required;
• Inputs information into agency management system;
• Maintains inventory and coordinates ordering of all commonly used office supplies;
• May conduct agency billing and processing check requests;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience

Up to 2 years related work experience

SKILLS

• Good verbal and written communication skills
• Good customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite