Technical Assistant - Commercial Lines

Alliant; Laconia, Northern (NH, KY); Hybride; USD 32 000 - 42 000; Plein temps

Résumé du poste

Alliant is seeking an administrative support professional to provide customer service and clerical assistance to the producers and service team. The role focuses on file setup, data entry, and coordination of marketing materials and proposals for clients.

Responsibilities include answering calls, supporting the service team, maintaining inventory, and ensuring data accuracy in the agency management system. A high school diploma and up to two years' experience are expected.

Qualifications

• High school diploma or equivalent (or combination of education and experience).
• Up to 2 years related work experience.
• Strong verbal and written communication skills.
• Good customer service and phone etiquette.
• Proficiency with Microsoft Office and data entry.

Responsabilités

• Sets up prospect and customer files and handles dead files and filing.
• Answers telephone and routes calls; operates office equipment.
• Assists service team with materials, proposals and presentations for prospects and customers.
• Inputs prospect and customer data into applications.
• Provides word processing support as needed.
• Inputs information into agency management system.
• Maintains inventory and coordinates ordering of office supplies.
• May conduct agency billing and processing check requests.
• Maintains data integrity in agency management system.

Connaissances

Verbal and written communication

Customer service

Teamwork

Time management

Typing (30-35 wpm)

Microsoft Office Suite

Formation

High school diploma or equivalent

Outils

Microsoft Office Suite

Description du poste

SUMMARY

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.

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
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite