Technical Assistant

Alliant Insurance Services, Inc.; United States; Remote; USD 35,000 - 50,000; Full time

Job summary

A leading insurance brokerage and consulting firm is seeking a Customer Service and Clerical Support role to assist producers and service teams. The position involves managing customer files, providing excellent customer service, and administration tasks to enhance client relationships. The ideal candidate should have a high school diploma and strong communication skills, aiming to help clients effectively manage risks and seize opportunities.

Benefits

Comprehensive employee programs

Competitive financial package

Qualifications

• High school diploma or equivalent is required.
• Up to 2 years related work experience is preferred.

Responsibilities

• Provides customer service and clerical support to assist Producers and service team.
• Inputs prospect and customer data into applications.
• Assists service team with assembling marketing materials for clients.

Skills

Good verbal and written communication skills

Good customer service skills

Good problem solving skills

Time management skills

Ability to work within a team

Ability to prioritize work

Proficient in Microsoft Office Suite

Education

High school diploma or equivalent

Job description

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Sets-up prospect and customer files; sets-up and process dead files; conducts miscellaneous filing;

• Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers;

• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;

• Inputs prospect and customer data into applications;

• Provides word processing assistance as required;

• Inputs information into agency management system;

• Maintains inventory and coordinates ordering of all commonly used office supplies;

• May conduct agency billing and processing check requests;

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience

Up to 2 years related work experience

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-RF1

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .