Technical Assistant (Remote)

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

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

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

#LI-DR21

#LI-REMOTE

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

• 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.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits