Technical Assistant

CRC Group•Dallas, TX

2d•Onsite

About The Position

Provides clerical support to Brokers for all policies and key accounts. The position involves supporting Brokers and the team with clerical duties, proofing endorsements, audits, reporting forms, and cancellations, and initiating necessary corrections to ensure accuracy. It also includes maintaining the suspense system for receipt of various documents, managing account files, and providing basic information to clients as requested.

Requirements

High school diploma or equivalent experience
Good organizational, time management, and detail skills
Ability to maintain a high level of tact and professionalism
Ability to interact with employees at all levels of the organization
Strong verbal and written communication skills
Strong computer skills
Ability to work overtime as needed

Nice To Haves

Some college
Wholesale insurance experience

Responsibilities

Support Brokers and team with clerical duties as needed.
Proof endorsements, audits, reporting forms, and cancellations; initiate necessary corrections ensuring accuracy of dates, coverage, signature, commission, premium, attachments, etc.
Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
Maintain account files in accordance with established procedures.
Provide basic information to clients as requested.