Technical Assistant
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: www.alliant.com.
SUMMARY
Responsible for providing customer service and administrative support to assist the PestSure Captive Team and its insureds.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Answers incoming calls to PestSure 888 number and routes callers as needed.
- Assists service team with assembly of marketing materials, proposals, and presentations for prospects and clients.
- Prepares loss runs as directed.
- Assists with client insurance certificates, including State Structural Board certificates, (print, envelope, stamp, mail) as needed.
- Provides word processing assistance as required.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Includes invoicing and applications, as necessary.
- Updates Program Spreadsheets post renewal.
- Distributes monthly invoices.
- Prepares Renewal Questionnaires to be updated by clients 120 days in advance.
- Maintenance of PestSure inbox to file and distribute endorsements, policies and experience modifiers from fronting carrier.
- Responsible for tracking receipt of policies from carriers in policy tracking document. Send policies to RSP for review and final delivery to insureds.
- Send WC Posting Notices to applicable insureds annually, if required.
- Preparation of Auto Accident Packets and distribution to clients at renewal.
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High school diploma or equivalent combination of education and experience
Related work experience preferred
SKILLS
Proficient in Microsoft Office Suite
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
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 Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
For more information on Alliant Insurance Service's benefits, click here.
Other details
- Pay Type Hourly
- Dallas, TX, USA