Technical Assistant

SUMMARY

Responsible for providing customer service and administrative support to assist the PestSure Captive Team and its insureds. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Answers incoming calls to PestSure 888 number and routes callers as needed.
• Assists service team with assembly of marketing materials, proposals, and presentations for prospects and clients.
• Prepares loss runs as directed.
• Assists with client insurance certificates, including State Structural Board certificates,  (print, envelope, stamp, mail) as needed. 
• Provides word processing assistance as required.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).  Includes invoicing and applications, as necessary.
• Updates Program Spreadsheets post renewal.
• Distributes monthly invoices.
• Prepares Renewal Questionnaires to be updated by clients 120 days in advance.
• Maintenance of PestSure inbox to file and distribute endorsements, policies and experience modifiers from fronting carrier.
• Responsible for tracking receipt of policies from carriers in policy tracking document. Send policies to RSP for review and final delivery to insureds.
• Send WC Posting Notices to applicable insureds annually, if required.
• Preparation of Auto Accident Packets and distribution to clients at renewal.
• Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience

Related work experience preferred

SKILLS

Proficient in Microsoft Office Suite

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork