Summary
Alliant Insurance Services is an insurance brokerage firm providing insurance and employee benefits solutions to clients nationwide. The Technical Assistant provides customer service and clerical support to Producers and the service team, including maintaining files, processing data, preparing materials, and handling office administration.
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
- High school diploma or equivalent combination of education and experience
- Up to 2 years related work experience
- 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
Qualifications
Must Haves
- High school diploma or equivalent combination of education and experience
- Up to 2 years related work experience
- 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
Benefits
- Remote work arrangement
- Prospects for individual and career growth