Technical Assistant (Remote)

Alliant; New York (NY); Remote; USD 42,000 - 54,000; Full time

Job summary

Alliant in New York seeks an Administrative Assistant to provide customer service and clerical support to Producers and the service team, helping manage existing accounts and assist in soliciting new business.

Responsibilities include filing, data entry, word processing, assembling marketing materials, handling office supplies, and basic billing tasks. Strong communication and teamwork are essential, along with proficient MS Office skills.

Qualifications

• High school diploma or equivalent.
• Up to 2 years related work experience.
• Proficient in Microsoft Office Suite.
• Strong verbal and written communication skills.
• Intermediate typing skills (30-35 wpm).
• Ability to work within a team and meet deadlines.

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 communication

Written communication

Customer service

Data entry

Typing 30-35 wpm

Teamwork

Time management

MS Office

Education

High school diploma

Up to 2 years related experience

Tools

Microsoft Office Suite

Agency management system

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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