Overview

The Technical Specialist is responsible for processing and entering all mail – electronic and postal, into the Document Management System. The Technical Specialist also compiles documents received with the correspondence created by the Technical Processors for delivery to staff and/or clients. In addition, this position will also be responsible for various projects as assigned.

Key Responsibilities

• Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below.
• Mail/Scanning:
  • Facilitate process to get all paperwork into our systems including carrier website policy retrieval, scanning incoming mail, downloading from carrier emails.
  • Bind and distribute paperwork to insureds/staff – per written workflows.
  • Work with carriers as needed to get loss runs, client payment data, etc.
  • Enter data into existing reports to track staff adherence with workflows.
  • Work with business partners as needed to facilitate above duties.
• Agency Support:
  • Process basic certificate of insurance requests with minimal supervision.
  • Accurately and quickly enter data into the Agency Management System with limited supervision.
  • Create proposals in Agency Management System that accurate reflect the data which includes verifying all elements: table of contents, application data, value-added service inclusions, etc.
  • Accurately enter information into the Mod Master (or equivalent) system.
  • Using the Agency Management System, market accounts to various carriers as requested. Maintain accurate, timely records of activities taken.
• Processing:
  • Process carrier paperwork in accordance with written workflows.
  • Review data.
  • Issue insurance documentation.
  • Create documents-responsible for accurate data in any correspondence.
  • Bill Transactions.
• Work as a team with other insurance service associates.
• Follows agency workflows and procedures as applicable.
• Utilizes Agency Management Systems.
• Responsible for ensuring exceptional data integrity within all Agency systems and processes

Required Experience

• High School Diploma or Equivalent, Bachelor degree preferred.
• Some work experience required. Exception may be made for entry level.
• Proficient with Microsoft Suite of products.
• Interpersonal skills very important with ability to communicate openly, clearly and concisely.
• Ability to stay abreast of emerging technology essential.
• Ability to work in a fast-paced environment with ever-changing priorities.
• Proficiency in keyboarding.
• Property & Casualty and/or Life & Health license preferred, not required.

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities