Remote Insurance Admin & Data Support Pro

Alliant Insurance Services; Irvine (CA); Remote; USD 42,000 - 62,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA seeks an organized administrative assistant to support Producers and the service team with client files, data entry, and clerical tasks. The role involves handling calls, preparing proposals, and assisting with billing and office operations.

The position emphasizes attention to detail, effective communication, and the ability to work in a collaborative environment within a growing organization.

Qualifications

• High school diploma or equivalent; up to 2 years related experience.
• Strong communication and customer service skills.
• Proficient in Microsoft Office Suite; accurate data entry.

Responsibilities

• Set up prospect and customer files; file organization and maintenance.
• Answer phones and route calls; operate office equipment.
• Assemble marketing materials, proposals, and presentations for prospects and customers.
• Input prospect and customer data into applications and agency management system.
• Provide word processing support and manage office supplies.
• Assist with agency billing and check requests; maintain data integrity in the system.

Skills

Verbal & written communication

Customer service

Problem solving

Typing (30-35 wpm)

Team collaboration

Time management

Microsoft Office

Education

High school diploma or equivalent

Job description

Alliant Insurance Services in Irvine, CA seeks an organized administrative assistant to support Producers and the service team with client files, data entry, and clerical tasks. The role involves handling calls, preparing proposals, and assisting with billing and office operations.

The position emphasizes attention to detail, effective communication, and the ability to work in a collaborative environment within a growing organization.