Account Manager Lead

2 weeks ago


Lancaster, California, United States Alliant Insurance Services Full time

Alliant Insurance Services is a leading company in the insurance brokerage and consulting industry, known for its innovative solutions and personalized service. Our mission is to revolutionize the approach to risk management and benefits, helping clients seize new opportunities while safeguarding their organizations.

Job Title: Customer Service Representative

Company: Alliant Insurance Services

SUMMARY

As a Customer Service Representative at Alliant, you will be responsible for providing top-notch service to clients, supporting new business initiatives, and assisting with the renewal process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Supports Producers in generating new business for existing clients and prospects
  • Initiates renewal procedures and develops strategies with Producers
  • Analyzes exposures, creates specifications for marketing, and negotiates rates
  • Prepares proposals, reviews coverages, and finalizes presentations
  • Binds insurance coverage, reviews policies, and ensures accuracy
  • Assists with client needs, invoicing, and collections
  • Participates in the claims process and provides technical guidance
  • Meets with clients as needed and maintains data integrity

QUALIFICATIONS

Successful candidates should have an Associate's degree, 6+ years of relevant experience, a valid insurance license, and strong communication and teamwork skills. Proficiency in Microsoft Office is required.

SKILLS

  • Excellent verbal and written communication
  • Strong customer service and leadership abilities
  • Problem-solving and time management skills
  • Proficiency in Microsoft Office Suite

We are dedicated to offering competitive financial packages and comprehensive employee programs that cater to current and future needs. Join our team and unlock a world of opportunities.

To learn more about this opportunity, visit our website. Alliant Insurance Services, Inc. is an equal opportunity employer.

For details on benefits offered by Alliant Insurance Services, click here.

Other details

  • Pay Type: Salary
  • Minimum Hiring Rate: $85,000.00
  • Maximum Hiring Rate: $95,000.00


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