Technical Assistant

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Besnard Insurance is a division of Shepherd Insurance, a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Technical Assistant, you will provide professional services and processing for all lines of insurance in accordance with agency workflow procedures and training. In addition, with a positive attitude, you will be responsible for assisting Client Managers and other team members with routine processing and administrative tasks to best serve our clients.

ROLES AND RESPONSIBILITIES:

• Draft, format, and distribute professionally written correspondence and documentation, including emails, letters, Word documents, and faxes. Ensure all communications reflect a high standard of professionalism and clarity.
• Exhibit strong verbal communication skills and maintain proper phone etiquette in all interactions.
• Establish and maintain professional relationships with clients and team members.
• Perform basic data entry and assist with document management tasks such as scanning, saving, and organizing files. Maintain accurate and up-to-date records in agency systems.
• Support Client Managers with routine administrative tasks, such as:
  • Filing and organizing documents.
  • Updating client and policy information in agency systems.
  • Tracking policy documents and following up on missing items.
  • Assisting with certificate issuance and simple endorsements under supervision.
• Assist with preparing renewal applications by gathering necessary documentation and ensuring completeness.
• Collaborate with team members to meet deadlines and maintain compliance with agency standards.
• Support the processing and tracking of binders and policy issuance with carriers.
• Perform data entry tasks associated with new and renewal business.
• Deliver work items with attention to detail and accuracy.
• Perform other related duties as assigned.

• Strong collaboration and demonstrated ability to work well with a team while maintaining a professional relationship. Strong written and verbal communication skills.
• Excellent organizational and time management skills.
• Strong attention to detail and ability to follow instructions.
• Ability to handle multiple tasks in a fast-paced environment.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Possess a thorough understanding of commercial claims adjusting or management.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system
• AMS 360 and ImageRight Experience.

WORKING CONDITIONS/PHYSICAL DEMANDS

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.