Technical Assistant- Real Estate P&C Insurance

Alliant Insurance Services•Fort Myers, FL

About The Position

The Technical Assistant provides customer service and clerical support to help Producers and the service team support existing accounts and solicit new business. The role maintains prospect and customer files and information, supports preparation of marketing materials and presentations, and performs general office and administrative duties.

Requirements

High school diploma or an equivalent combination of education and experience.
Up to 2 years of 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 of 30–35 words per minute.
Ability to work within a team and foster teamwork.
Ability to prioritize work across multiple projects and deadlines.
Proficiency in Microsoft Office Suite.

Responsibilities

Set up prospect and customer files, process dead files, and perform miscellaneous filing.
Answer telephone calls and route them to others.
Operate fax machines, scanners, printers, and copiers.
Assist the service team with assembling marketing materials, proposals, and presentations for prospects and customers.
Enter prospect and customer data into applications and the agency management system.
Provide word processing assistance as required.
Maintain inventory of commonly used office supplies and coordinate ordering.
May conduct agency billing and process check requests.
Comply with agency management system data standards and maintain complete and accurate information.
Perform other duties as assigned.