Technical Assistant - Employee Benefits
SUMMARYResponsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.ESSENTIAL DUTIES AND RESPONSIBILITIESSets-up prospect and customer files; sets-up and process dead files; conducts 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;Inputs information into agency management system;Maintains inventory and coordinates ordering of all commonly used office supplies;May conduct agency billing and processing check requests;Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEHigh school diploma or equivalent combination of education and experienceUp to 2 years related work experienceSKILLSGood verbal and written communication skillsGood customer service skills, including telephone and listening skillsGood problem solving and time management skillsIntermediate typing skills (30-35 wpm)Ability to work within a team and to foster teamworkAbility to prioritize work for multiple projects and deadlinesProficient in Microsoft Office Suite#LI-CP1