Technical Assistant- Real Estate P&C Insurance

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

Job summary

Alliant Insurance Services, Inc. is seeking a detail-oriented professional to provide customer service and clerical support for producers and service teams, assisting with existing accounts and soliciting new business.

You will set up and file records, answer calls, prepare materials, enter data, and support billing and office operations, emphasizing accuracy and teamwork. A high school diploma or equivalent is required, with up to two years of related experience; proficiency in Microsoft Office

Qualifications

• High school diploma or equivalent.
• Up to 2 years related work experience.
• Proficient in Microsoft Office Suite.

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.

Skills

Verbal and written communication

Customer service

Problem solving

Typing 30-35 wpm

Teamwork

Prioritization

Microsoft Office

Education

High school diploma or equivalent

Up to 2 years related work experience

Job description

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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