Project Coordinator - Commercial Insurance

Summary

Alliant Insurance Services is an insurance brokerage and consulting firm providing risk management and employee benefits solutions. The Project Coordinator supports the day-to-day administration of client employee benefits programs, coordinates projects and workflows, prepares reports and presentation materials, and ensures accurate, timely service delivery.

Responsibilities

• Deals with complex questions on the phone, by email or in person, requiring a thorough knowledge of company operations, policies, procedures and personnel
• Reviews and summarizes miscellaneous reports and documents; prepares background documents and outgoing mail and email as necessary
• Prioritizes and manages multiple projects simultaneously, and follows through on issues in a timely manner
• Coordinates workflow and projects as assigned
• Assists with preparation of materials, Excel spreadsheets, PowerPoint presentations and proposals for leadership role duties and assembly of materials as needed
• Responds independently to letters and general correspondence of a routine nature
• Researches and analyzes administrative projects; prepares first draft reports
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Skills

• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years work experience in a professional office environment
• Valid Insurance License
• Encouraged to complete Career Path requirements as communicated by supervisor
• Excellent verbal and written communication skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Ability and motivation to work independently
• Proficient in Microsoft Office Suite
• Marketing experience preferred

Qualifications

Must Haves

• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years work experience in a professional office environment
• Valid Insurance License
• Encouraged to complete Career Path requirements as communicated by supervisor
• Excellent verbal and written communication skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Ability and motivation to work independently
• Proficient in Microsoft Office Suite

Nice to Haves

• Marketing experience preferred