Assistant to Sales Team - Entry Level - Business Insurance Technician I

OneGroup looks for the best and brightest to join our team of experts and specialist, and provides the perfect environment for advancement in a wide range of business disciplines.

Position Overview:
Under the direction of the Client Advisor and Business Insurance Manager, to assist the Commercial Lines Department by assuming clerical assistant duties as needed by team members.

Responsibilities:

• As a Sales Support team member the Business Insurance Technician will print endorsements, policies and audits from carrier websites and distribute as required
• Sales Support team members set up non-pay cancellation activities and sticky notes and process reinstatements
• Sales Support team members set up marketing files and request loss runs
• The Business Insurance Technician will prepare three-ring policy binders and assemble polices for delivery
• As a Sales Support team member the Business Insurance Technician will prepare and issue binders, perm-17s, vouchers, and workers' compensation posting notices for clients when necessary
• Sales support staff run motor vehicle records on NYS DMV website and check suspensions (IIES)
• The Business Insurance Technician will update agency management system as requested, included but not limited to driver schedules, vehicle schedules, location schedules
• Sales Support team members have working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
• Perform other duties as required
• As a Sales Support team member the Business Insurance Technician will maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

MINIMUM QUALIFICATION REQUIREMENTS:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Education:
  • High School Diploma
• Experience/Skills:
  • Insurance Experience preferred
  • Customer Service Experience preferred
  • Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
  • Ability to use menu-driven software
  • Ability to work both independently and in team settings
  • Good organizational skills with the ability to manage multiple tasks efficiently
  • Must possess a valid drivers license and clean motor vehicle record

Benefits:

OneGroup has a comprehensive benefits package including:

• Medical
• Dental
• 401k
• Paid Vacation and Sick Time

^{_{Keywords: Business - Insurance - Commercial Lines - Administration - Clerical - Assistant - Support Staff - Entry Level - Customer Service - Growth - Opportunity}}