Technical Assistant - Employee Benefits (Investments)

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

Sets-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.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience  

Up to 2 years related work experience 

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