What are the responsibilities and job description for the Technical Assistant position at CRC Insurance Services?
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Support Brokers and team with clerical duties as needed.
2. Proof endorsements, audits, reporting forms, and cancellations; initiate necessary corrections ensuring accuracy of dates, coverage, signature, commission, premium, attachments, etc.
3. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.
4. Maintain account files in accordance with established procedures.
5. Provide basic information to clients as requested.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent experience
2. Good organizational, time management, and detail skills
3. Ability to maintain a high level of tact and professionalism
4. Ability to interact with employees at all levels of the organization
5. Strong verbal and written communication skills
6. Strong computer skills
7. Ability to work overtime as needed
8. Desires Skills:
9. Some college
10. Wholesale insurance experience
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
- EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
