Work Schedule: 7 hours (Between 8:00 AM - 6:00 PM)
The Technical Assistant staffs the Field Technology Resource Center, responds to emails and phone calls and provides technical assistance to the client’s insurance field force utilizing the client’s endorsed software, programs and procedures.
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 KofC 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.
Job Responsibilities
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 KofC 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.
Numbers & Facts
Location
(Remote)
Job Type
Contractor
Salary
$25–$30 Per Hour
Company Size
11 - 50
Headquarters
Torrance, CA, US
Website
https://www.offsoar.com
Qualifications
Required Skills:
Experience with Microsoft Dynamics 365 Sales or Dynamics CRM in the financial services or insurance industry is required.
Knowledge of life insurance, annuity, long term care and disability income products.
Knowledge of Electronic-Application is a plus.
Knowledge of Sapiens IllustrationPro software is a plus.
Knowledge of SmartOffice CRM is a plus.
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; in particular, excellent telephone skills.
Strong knowledge and experience with PC software including word processing, spreadsheet and database applications and Windows experience
Education Required:
BA or BS degree in Information Technology, Computer Science, Business Administration preferred
2-3 years related work experience or equivalent combination of training and experience
French and/or Spanish fluency is a plus
About Company
Offsoar is a global technology consulting and IT staff augmentation company dedicated to helping enterprises modernize their operations through data, cloud, AI, and digital transformation solutions. Our flexible delivery models (onsite, offshore, and nearshore) and deep industry expertise enable us to drive measurable outcomes.
✔ Reducing IT and operational costs ✔ Accelerating digital transformation ✔ Building high-performance data analytics platforms ✔ Implementing Generative AI-based intelligent solutions
Our Vision
To be the global partner of choice for consulting, IT staff augmentation, and digital solutions across offshore, nearshore, and onsite delivery models.
Skills
Best Practicesunmatched
Customer Acquisitionunmatched
Customer Support/Serviceunmatched
Follow Throughunmatched
Help Deskunmatched
Insuranceunmatched
Microsoft Dynamicsunmatched
Problem Solving Skillsunmatched
Software Administrationunmatched
Team Lead/Managerunmatched
Technical Supportunmatched
Telephone Skillsunmatched
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