Technical Assistant

Alliant Insurance Services • New York, NY

2d

About The Position

Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.

Requirements

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED