Technical Assistant

Job Summary

Providing customer service and clerical support, the part-time Technical Assistant will assist Producers and the service team in managing existing accounts and soliciting new business in a virtual environment.

Key responsibilities

• Set up and maintain prospect and customer files, including processing dead files and conducting miscellaneous filing
• Assist the service team with the assembly of marketing materials, proposals, and presentations for prospects and customers
• Input prospect and customer data into applications and maintain data integrity within the agency management system

Required qualifications

• High school diploma or equivalent combination of education and experience
• Up to 2 years of related work experience
• Proficiency in Microsoft Office Suite
• Intermediate typing skills (30-35 wpm)
• Ability to prioritize work for multiple projects and deadlines