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Insurance Technical Assistant Position Available

Balance Partners, LLC is looking for an enthusiastic and detail-oriented Technical Assistant to join our growing administration and operations teams. In this role, you'll be a key player in supporting our underwriting and service teams, helping us deliver excellent customer service to our clients.


This is a full-time position, Monday through Friday, with comprehensive benefits eligibility.


Duties & Responsibilities:

·       Learn and manage the end-to-end process for all lines of business. This includes preparing and recording information to clear, bind, invoice, issue, and endorse accounts. 

·        Handle a wide range of client requests, including those for policies, endorsements, cancellations, and loss runs.

·        Learn and follow existing workflow and documentation protocols and assist in creating new procedures for future lines of business.

·        Provide technical and administrative assistance to the underwriting team, ensuring all tasks are completed timely, accurately, and efficiently.

·        Serve as the first point of contact for routine client inquiries, effectively triage requests and direct more complex issues to the appropriate team member. 

·        Participate in the testing and implementation of new software or system updates.

·        Perform all duties with a high level of attention to detail to prevent errors and omissions.  

·        Pursue a program of personal and professional development to stay current in the industry.

·        Maintain a professional and positive attitude, consistently demonstrating a team-oriented approach.  

·        Participate in special projects and other assignments as directed by management.


Required Qualifications:

 

·        1-3 years of experience in the insurance industry is preferred, with a minimum of 1 year of experience in an office environment. 

·        Proficiency in the Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). 

·        Strong verbal and written communication skills. 

·        Exceptional organizational and time management abilities. 

·        Ability to work independently and as part of a team in a fast-paced environment.

·        Previous experience using an Insurance Management System (IMS) is highly desirable.

·        Must be an enthusiastic team player with an extremely high level of diligence and a commitment to personal and professional growth.


Balance Partners, LLC is a New York Limited Liability Company. In California, Balance Partners Insurance Services, LLC License #0M92717

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