Insurance Account Service Representative

1 day ago


Irvine, California, United States Alliant Insurance Services Full time
Job Summary

We are seeking a skilled Insurance Account Service Representative to join our team at Alliant Insurance Services. As an Insurance Account Service Representative, you will be responsible for providing exceptional customer service and supporting our Producers by servicing existing accounts and soliciting new business.

Key Responsibilities

* Package and market applications to various carriers to obtain quotes;
* Negotiate prices, commissions, and/or coverages with carriers;
* Review policies, identify deficiencies and determine appropriate level of coverage;
* Manage renewal process for expiring policies;
* Review client accounting history, respond to accounting inquiries, and correct account discrepancies including collections on past due accounts;
* Participate in client meetings to review coverage;
* Gather information for applications;
* Prepare presentations and proposals for clients;
* Research requests for information from underwriters;
* Compose correspondence to insured and/or underwriters;
* Discuss and assist in setting renewal and/or new business marketing strategy with producer or supervisor;
* Prepare draft certificate templates for review and approval;
* Analyze certificate requests and ensure clients needs are met;
* Input applications and create letters, and other forms of correspondence;
* Bind insurance coverage and prepare insurance binders;
* Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);

Requirements

* Associates degree or equivalent combination of education and experience;
* Four (4) or more years related work experience; Valid insurance license;
* Must continue to meet Continuing Education requirements for license renewal;
* Encouraged to complete Career Path requirements as communicated by supervisor;

What We Offer

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.

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