Technical Assistant - Employee Benefits
About The Position
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.
Requirements
- High school diploma or equivalent combination of education and experience
- Up to 2 years related work experience
- 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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
