Assistant Account Manager

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.

More information is available on the company's website at:

SUMMARY

Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business. This role is expected to be in office 5 days a week.

This opportunity falls under our Alliant Specialty division.


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 View email address on click.appcast.io

For more information on Alliant Insurance Service's benefits, please visit