Technical Assistant- Real Estate P&C Insurance

Alliant Insurance Services • Fort Myers, FL

9d

About The Position

The Technical Assistant provides customer service and clerical support to Producers and the service team. The role helps support existing accounts and solicit new business by organizing prospect and customer files, preparing marketing materials, entering and maintaining data, and handling general office support tasks.

Requirements

• High school diploma or 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 (30–35 wpm).
• 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.
• Input prospect and customer data into applications.
• Provide word-processing assistance as required.
• Input information into the agency management system.
• Maintain inventory and coordinate ordering of commonly used office supplies.
• 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.

What This Job Offers

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