Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: >.
SUMMARY
Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.
This opportunity falls under our Alliant Specialty division.
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