Technical Assistant

CRC Group•Atlanta, GA

About The Position

The Technical Assistant provides clerical support to Brokers for all policies and key accounts. This role involves supporting Brokers and the team with various clerical duties, proofing documents like endorsements, audits, reporting forms, and cancellations to ensure accuracy in dates, coverage, signatures, commissions, premiums, and attachments. The assistant is also responsible for maintaining the suspense system and following up on the receipt of policies, endorsements, inspections, correspondence, and claims from external sources. Additionally, the position requires maintaining account files according to established procedures and providing basic information to clients upon request.

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.