Client Services & Administrative Assistant

Alliant Insurance Services; Fort Myers (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Alliant Insurance Services in Fort Myers, FL seeks an Administrative Assistant to provide customer service and clerical support for Producers and the service team. You will handle filing, data entry, and general office tasks to support existing accounts and help solicit new business.

The role involves assisting with marketing materials and proposals, managing data in the agency system, and coordinating office supplies. Strong communication and organizational skills are essential.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service and telephone skills.
• Good problem solving and time management abilities.
• Typing speed 30-35 wpm.
• Ability to work in a team and foster teamwork.
• Ability to prioritize multiple projects and deadlines.
• Proficient with Microsoft Office Suite.

Responsibilities

• Sets up prospect and customer files; manages filing.
• Answers calls and routes to others; operates fax, scanner, printers, copiers.
• Assists service team with marketing materials, proposals, and presentations.
• Enters data into applications and agency management system.
• Provides word processing support as needed.
• Maintains inventory and coordinates office supplies ordering.
• May assist with agency billing and check processing.

Job description

Alliant Insurance Services in Fort Myers, FL seeks an Administrative Assistant to provide customer service and clerical support for Producers and the service team. You will handle filing, data entry, and general office tasks to support existing accounts and help solicit new business.

The role involves assisting with marketing materials and proposals, managing data in the agency system, and coordinating office supplies. Strong communication and organizational skills are essential.