Technical Assistant Insurance

Must-Have Skills

• Experience with Microsoft Dynamics 365 Sales or Dynamics CRM in the financial services or insurance industry
• Knowledge of life insurance, annuity, long term care and disability income products
  Strong oral and written communication skills
• Ability to critically think and solve problems within a group or remote setting
  Strong customer service and interpersonal skills
• Excellent telephone skills
• Strong knowledge and experience with PC software including word processing, spreadsheet and database applications and Windows experience
• 2-3 years related work experience
  
  Nice-to-Have Skills
• BA or BS degree in Information Technology, Computer Science, Business Administration preferred
• Knowledge of Electronic-Application
• Knowledge of Sapiens IllustrationPro software
• Knowledge of SmartOffice CRM
• French and/or Spanish fluency

Core Responsibilities
Support field users on Microsoft Dynamics 365 functionality, new features, and best practices to maximize user adoption and system effectiveness via telephone and email channels.
Escalate complex Microsoft Dynamics 365 issues to appropriate technical teams while coordinating communication and follow-up through resolution.
Respond to field force inquiries and resolve problems in support of any current or future software supported in the field.
Documents software problems and solutions reported by users to assist in speedy problem resolution in the future; enters documentation into Service Now tracking system. Escalate issues and alerts Team Lead for resolution as needed.