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.
Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below.
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.
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.
Process carrier paperwork in accordance with written workflows.
Issue insurance documentation.
Create documents-responsible for accurate data in any correspondence.
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
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
Johnson Financial Group