Alliant Insurance Services · 1 day ago
Technical Assistant - Employee Benefits
Salem, OR, USA
Full-time
Onsite
New Grad, Entry Level
0+ years expAlliant Insurance Services is a leading insurance brokerage firm dedicated to providing employee benefits solutions. The Technical Assistant will be responsible for providing customer service and clerical support to assist Producers and the service team in managing existing accounts and soliciting new business.
FinanceConsultingProperty & Casualty InsuranceFinancial ServicesInsurance
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
Qualification
Required
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
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Company data provided by crunchbase