Technical Assistant - Employee Benefits

Reposted 3 Hours Ago
Be an Early Applicant
Spokane, WA, USA
In-Office
27-31 Hourly
Junior
Insurance
The Role
Provides clerical and customer service support to employee benefits producers and service teams. Responsibilities include maintaining prospect and customer files, answering phones, preparing proposals and presentations, entering data into agency systems, processing billing requests, maintaining office supplies, and ensuring data accuracy. The role requires strong communication, organization, prioritization, typing, teamwork, and Microsoft Office skills.
Summary Generated by Built In

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.

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
#LI-CD1

 

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 [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Skills Required

  • 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, telephone, and listening skills
  • 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
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The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

What We Do

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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