What are the responsibilities and job description for the Agency Support Technician position at Heartland Security Insurance Group?
About Us
At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice, and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work-life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.
Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.
At Heartland, we go out of our way to make our associates feel at home and celebrate their achievements and contributions to the company. Our environment consists of several appreciation events throughout the year and we encourage every employee, near & far, to join us with their families to enjoy good food, fun and comradery. Our benefits package, appreciation events, and fun work environment go above industry standard. We want our employees to feel like family – so we treat them like family.
Agency Support Technician
The Agency Support Technician employee will be responsible for maintaining various documents and reports in EPIC, Filing Surplus Lines Taxes/Fees and assisting with overall in-office agency support.
Essential Functions & Responsibilities
- Process all outgoing company mail.
- Maintain inventory and order supplies for various departments.
- Track office equipment and assist staff with equipment issues.
- Maintain paper in copiers.
- Order supplies for the department.
- Receive HHC & HSIG dock deliveries.
- Audit functions as assigned by CL Manager.
- Assist with download from agency management system backup.
- Assist with Welcome Packet for HHC new clients.
- Assist with Gratitude Committee.
- Recode assignments in agency management system, as needed.
- Provide Receptionist and HHC policy back up.
- Assist with training on Solvency and Surplus Lines for new staff/refresher for existing staff.
- Filing Surplus Lines taxes/fees in Texas with Surplus Lines Stamping Office.
- Review daily billing, sending notices to staff for billing related issues.
- Maintain lost business accounts report and maintain account retention figures.
- Monitor AM Best ratings/changes and notify the appropriate staff when necessary.
- Support and backup for individual licensing.
- Run book of business reports, all Hi-Low reports.
- Assist accounting department with $DBD upon request.
- Maintain record of appointments & terminated appointments for HHC Producers.
Additional Functions & Responsibilities
- Data entry into the account management system
- Assisting Agency Support Supervisor and CL Manager with special projects.
- May drive during company errands.
- EPIC Support backup.
- EPIC Reports backup.
Required Qualifications
- High school diploma or equivalent
- Two years’ experience in an office/clerical environment
- Proficient in MS Office
- Valid Driver License
Preferred Qualifications
- Previous experience in insurance or related field.
- Previous experience in accounting or related field.
Knowledge, Skills & Abilities
- Excellent oral and written communication skills.
- Ability to manage multiple tasks.
- Ability to manage time and work efficiently.
- Ability to work in a fast-paced environment.
- High level of accuracy and attention to detail.
- Ability to provide exceptional customer service.
