Service Associate - Private Client Services - Orlando, FL (32801)

Note: This employer is open to candidates who want to work remote. 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, clerical and Epic support to the team. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates documents in Epic for policy changes; Notifies carriers of policy changes; Orders and prepares loss runs and motor vehicle reports; Pulls policy declaration pages as needed; Creates Insurance certificates; Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE High School Diploma or equivalent combination of education and experience Zero (0) or more years of related work experience required SKILLS Good verbal and written communication skills Good customer service skills and listening skills Good organizational and time management skills Ability to work within a team and to foster teamwork Ability and motivation to work independently #LI-REMOTE #LI-RF1 Interested in working from home? This employer is open to candidates who want to work remote.