Technical Assistant- Real Estate P&C Insurance

Alliant Insurance Services; Fort Myers (FL); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

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.

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
• 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

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