Technical Assistant I

Position Summary:

Assist various Broker teams in meeting the day-to-day technical and clerical needs of the department. Assist in servicing active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

• Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to accuracy of policies and endorsements.
• Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
• Endorsements (Review endorsements for accuracy upon receipt)
• Order Loss Runs from carriers
• Set-up electronic renewal files
• Ensure Surplus Line documents are submitted correctly and on time
• Learn and increase system skills to improve efficiency

Other Responsibilities:

• Perform other work-related duties, as assigned
• Work closely with manager in identifying other projects where skills, experience and knowledge can be utilized

Education, Experience and Skills Required:

• Exceptional attention to detail, organization, and follow-up skills
• Exhibit a willingness to help and support others
• Advanced skill level in PC software (Word, Excel and other software, as required)
• Ability to be flexible in work schedule as needed
• Manage time to get the job done with minimal supervision
• Excellent communication skills – both verbal and written
• Able to interact with a variety of personality styles

Work Environment

• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctible with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
• Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.