Technical Service Rep

JOHNSON FINANCIAL GRP • Racine, WI • 2h ago

JOB REQUIREMENTS: Overview The Technical Specialist is responsible for
processing and entering all mail electronic and postal, into the
Document Management System. The Technical Specialist also compiles
documents received with the correspondence created by the Technical
Processors for delivery to staff and/or clients. In addition, this
position will also be responsible for various projects as assigned. Key
Responsibilities Provide support for sales and service team as assigned
by Manager. Duties will include, but may not be limited to items below.
Mail/Scanning: Facilitate process to get all paperwork into our systems
including carrier website policy retrieval, scanning incoming mail,
downloading from carrier emails. Bind and distribute paperwork to
insureds/staff per written workflows. Work with carriers as needed to
get loss runs, client payment data, etc. Enter data into existing
reports to track staff adherence with workflows. Work with business
partners as needed to facilitate above duties. Agency Support: Process
basic certificate of insurance requests with minimal supervision.
Accurately and quickly enter data into the Agency Management System with
limited supervision. Create proposals in Agency Management System that
accurate reflect the data which includes verifying all elements: table
of contents, application data, value-added service inclusions, etc.
Accurately enter information into the Mod Master (or equivalent) system.
Using the Agency Management System, market accounts to various carriers
as requested. Maintain accurate, timely records of activities taken.
Processing: Process carrier paperwork in accordance with written
workflows. Review data. Issue insurance documentation. Create
documents-responsible for accurate data in any correspondence. Bill
Transactions. Work as a team with other insurance service associates.
Follows agency workflows and procedures as applicable. Utilizes Agency
Management Systems. Responsible for ensuring exceptional data integrity
within all Agency systems and processes Required Experience High School
Diploma or Equivalent, Bachelor degree preferred. Some work experience
required. Exception may be made for entry level. Proficient with
Microsoft Suite of products. Interpersonal skills very important with
ability to communicate openly, clearly and concisely. Ability to stay
abreast of emerging technology essential. Ability to work in a
fast-paced environment with ever-changing priorities. Proficiency in
keyboarding. Property & Casualty and/or Life & Health license preferred,
not required. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/05C9880A855343FB

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