Insurance Client Technical Assistant

Job Summary

A company is looking for a P&C Client Technical Assistant to provide high-quality customer service and support in coordinating services between clients and insurance companies.

Key Responsibilities

• Prepare, process, review, and monitor various insurance documents and ensure compliance with quoted coverages
• Collect client specification data and respond to routine inquiries from clients and internal staff
• Manage new client setup and ongoing maintenance in agency management systems, including document uploads and status tracking

Required Qualifications and Education

• High school diploma; Bachelor's degree preferred
• 1+ years of experience in a similar position with knowledge of P&C insurance preferred
• Willingness to obtain Insurance Producer license in good standing
• Proficient in MS Office Suite, particularly with strong to expert skills in Microsoft Excel
• Experience with employee benefits is a plus