Technical Assistant - Employee Benefits

SUMMARY
 
Responsible for providing customer service and clerical support to assist Producers and service team in supporting
existing accounts and soliciting new business.    
 

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Set-up prospect and customer files; set-up and process dead files; conduct miscellaneous filing;

•    Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers;

•    Assists service team with assembly of marketing materials, proposals and presentations for prospects and
customers;

•    Inputs prospect and customer data into applications;

•    Provides word processing assistance as required;

•    Maintains inventory and coordinates ordering of all commonly used office supplies;

•    May conduct agency billing and process check requests;

•    Complies with agency management system data standards and data integrity (enters and maintains
complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience  

Related work experience preferred

SKILLS

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 

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

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