Technical Assistant, Insurance

Job Summary – Technical Assistant, Insurance

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.