Technical Assistant
About The Position
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Technical Assistant to join our growing team in Garden City, NY! Under the general supervision of the Operations Leader, the Technical Assistant is responsible for processing the workflow of the Northeast Support Team. How You Will Contribute: Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items. Provide clerical and administrative support to Operations Team and Underwriting Teams. Assist with policy servicing inquiries to include accounting, underwriting, and operations. Learn and work within the Agency Management System to save documents, emails, and correspondence. Become familiar with Agency Management System reporting functionality to include running and distributing scheduled and ad hoc reports. Answer questions about the organization’s products and services to assist in customer service functions. Perform other duties as assigned.
Requirements
- Minimum education requires a High School Diploma or GED.
- 1 - 2 years’ experience in a similar position
- Proficient with MS Office Suite
- Basic accounting knowledge
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
Nice To Haves
- Some licensing or insurance related courses (preferred)
- Associate or bachelor’s degree in an insurance or accounting related discipline (preferred)
Responsibilities
- Correspond with Brokers, Underwriters and Underwriter Assistants via Teams/email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
- Provide clerical and administrative support to Operations Team and Underwriting Teams.
- Assist with policy servicing inquiries to include accounting, underwriting, and operations.
- Learn and work within the Agency Management System to save documents, emails, and correspondence.
- Become familiar with Agency Management System reporting functionality to include running and distributing scheduled and ad hoc reports.
- Answer questions about the organization’s products and services to assist in customer service functions.
- Perform other duties as assigned.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
