Technical Assistant

Brown & Brown-posted 2 months ago

Full-time • Entry Level

Charlotte, NC

Insurance Carriers and Related Activities

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Bridge Specialty Group is seeking a Technical Assistant to join our growing team in Charlotte, NC! Under the general supervision of the Operations Leader, the Technical Assistant is responsible for processing the workflow of the Northeast Support Team.

Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
Provide clerical and administrative support to Operations Team and Underwriting Teams.
Assist with policy servicing inquiries to include accounting, underwriting, and operations.
Learn and work within the Agency Management System to save documents, emails, and correspondence.
Become familiar with Agency Management System reporting functionality to include running and distributing scheduled and ad hoc reports.
Answer questions about the organization's products and services to assist in customer service functions.
Perform other duties as assigned.

Minimum education requires a High School Diploma or GED.
1 - 2 years' experience in a similar position.
Proficient with MS Office Suite.
Basic accounting knowledge.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.

Some licensing or insurance related courses (preferred).
Associate or bachelor's degree in an insurance or accounting related discipline (preferred).

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

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