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INTRODUCTION

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.

Hybrid work schedule: In-office requirement.

SUMMARY

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

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.

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.