Technical Assistant

Job Overview

Balance Partners, LLC is looking to expand its administration and operations teams by hiring a motivated team player. The role involves supporting underwriting and service teams to deliver exceptional customer support. This is a full-time role based Monday to Friday with access to comprehensive benefits. Note that prior insurance experience in an office environment is required; however, knowledge of life and health insurance does not fulfill this requirement.

Responsibilities

• Gain a thorough understanding of current and upcoming lines of business underwritten and serviced by the company.
• Accurately prepare and record all necessary information involved in clearing, binding, invoicing, issuing, and endorsing accounts.
• Respond to client inquiries regarding policies, endorsements, cancellations, loss runs, and other service requests.
• Understand existing workflows and documentation standards, and contribute to developing protocols for future business lines.
• Provide technical and administrative support to underwriting teams.
• Perform tasks diligently to avoid errors and omissions.
• Maintain exceptional attention to detail in all responsibilities.
• Exhibit a professional, positive, and collaborative attitude while performing work duties.
• Engage in continuous personal and professional growth initiatives.
• Carry out additional duties as assigned.

Required Skills and Experience

• Competency in Microsoft Office applications including Excel, PowerPoint, Word, and Outlook.
• Prior experience with IMS (Vertafore's Insurance Management System).
• Minimum of one year working experience in an office setting.
• Between one to three years of experience within the insurance sector (excluding life and health insurance).

Compensation

Salary will be competitive and based on candidate experience.