Position Summary:

The ideal candidate has a strong business background and is seeking a career in a rapidly expanding company that provides targeted capital investments in talent and companies. The Technical Assistant will be responsible for clearing, binding, and issuing commercial insurance policies on our MGA/MGU agency management system and participating in special projects to continually improve our processes and services standards.

Essential Functions:

• Accurately clear new business submissions in a timely manner with an attention to detail.
• Populate underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.
• Bind and issue new and renewal commercial insurance policies. Process endorsements, cancellations and reinstatements.
• Process endorsements, cancellations and reinstatements.
• Process notices of cancellation, non-renewal notices and renewal solicitation notices.
• Troubleshoot booking and accounting issues or discrepancies.
• Communicate effectively with management, underwriters and brokers to secure the information necessary to accurately process the business.
• Provide timely and efficient service to all internal and external customers, including underwriters and brokers.
• Create and distribute routine and ad-hoc reports as assigned.
• Participate in or handle special projects, as needed.
• Collaborates with resources across the organization to pursue continual process optimization and innovation.

Education/Experience/Skills:

• BA/BS degree preferred. Business and/or a technology related degree a plus.
• 1 - 3 years of experience in an office environment, insurance experience and experience with core business systems and applications preferred.
• Intermediate to advanced MS Office Excel and Word skills required. SQL knowledge a plus.
• Excellent verbal and written communication skills.
• Attention to detail, accuracy, and data integrity.
• Strong organizational and time management skills.
• Ability to maintain standards of quality and quantity of output as established by management.
• Desire and drive to foster teamwork in a collaborative environment.
• Ability to work well within a team and to continually learn in a fast paced and constantly changing environment.

Disclaimer