Technical Assistant

Alliant Insurance Services

. Set up prospect and customer files, process dead files, and conduct miscellaneous filing .

Posted 10/2/2026full-timeRemote • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while managing customer data and supporting service teams. Proficient in Microsoft Office Suite and capable of maintaining data integrity and compliance within agency management systems.

Highest-signal resume keywords

Customer Service SkillsMicrosoft Office Suite ProficiencyData Entry and ManagementProblem Solving SkillsTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryTyping SkillsFilingBilling ProcessingInventory Management

Soft Skills

Verbal CommunicationWritten CommunicationTeamworkListening SkillsPrioritization

Tools & Technologies

Fax MachinesScannersPrintersCopiersAgency Management System

Industry Keywords

Data IntegrityOffice Supplies ManagementCustomer Files ManagementMarketing Materials AssemblyProposal Preparation

About the role

Key responsibilities & impact

Set up prospect and customer files, process dead files, and conduct miscellaneous filing
Answer telephone calls and route calls to others
Operate fax machines, scanners, printers, and copiers
Assist the service team with assembling marketing materials, proposals, and presentations for prospects and customers
Input prospect and customer data into applications and the agency management system
Provide word processing assistance as required
Maintain inventory and coordinate ordering of commonly used office supplies
Conduct agency billing and process check requests when needed
Maintain complete and accurate information in compliance with agency management system data standards and data integrity
Perform other duties as assigned

Requirements

What you’ll need

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