Insurance Account Manager

1 day ago


Irvine, California, United States Alliant Insurance Services Full time
Job Title: Insurance Account Representative

At Alliant Insurance Services, we are seeking a highly skilled Insurance Account Representative to join our team. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain 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
  • Bind insurance coverage and prepare insurance binders
  • Assist with the preparation of presentations and/or proposals for clients
  • Gather information for applications
  • Research requests for information from underwriters
  • Compose correspondence to insured and/or underwriters
  • Input applications and create letters, and other forms of correspondence
  • Prepare draft certificate templates for review and approval
  • Analyze certificate requests and ensure clients needs are met
  • Comply with agency management system data standards and data integrity
Requirements:
  • Associates degree or equivalent combination of education and experience
  • 2-4 years related work experience
  • Valid insurance license and completion of one insurance class required
  • Must continue to meet Continuing Education requirements for license renewal

We offer a competitive financial package and a comprehensive benefits program. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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