Technical Assistant (Remote)

Alliant Insurance Services; United States; Remote; USD 35,000 - 55,000; Full time

Job summary

Alliant Insurance Services in the United States is seeking a detail-oriented administrative assistant to support Producers and the service team, maintaining client files, assisting with proposals and presentations, and helping to grow existing accounts.

The role emphasizes strong communication, accurate data entry, multitasking, and teamwork, with daily tasks including answering calls, word processing, data entry into the agency management system, scheduling, and ordering office supplies.

Qualifications

• High school diploma or equivalent, with up to 2 years of related work experience.
• Strong communication and customer service skills.
• Proficient in Microsoft Office Suite.
• Excellent time management and ability to prioritize multiple projects.

Responsibilities

• Set up prospect and customer files and manage filing tasks.
• Answer phones and route calls; operate office equipment.
• Assist the service team with marketing materials, proposals, and presentations.
• Input prospect and customer data into applications and maintain data integrity.
• Provide word processing support as required.
• Manage agency data in the agency management system.
• Handle inventory and office supply ordering.
• Support billing and check requests as needed.
• Perform additional duties as assigned.

Skills

Good verbal and written communication

Customer service

Problem solving

Time management

Typing 30-35 wpm

Teamwork

Prioritization

Microsoft Office Suite

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