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Account Representative
4 months ago
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.
SUMMARY
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- May negotiate prices, commissions, and/or coverages with carriers;
- Reviews policies, identifies deficiencies and determines appropriate level of coverage;
- Manages renewal process for expiring policies;
- Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
- Binds insurance coverage and prepares insurance binders;
- Assists with the preparation of presentations and/or proposals for clients;
- Researches requests for information from underwriters;
- Composes correspondence to insured and/or underwriters;
- Prepares draft certificate templates for review and approval;
- Analyzes certificate requests and ensures clients needs are met;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
Two (2) or more years related work experience;
Valid insurance license and completion of one insurance class required
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent verbal and written communication skills
Excellent 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
Proficient in Microsoft Office Suite
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.
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.
