Insurance Account Assistant
3 days ago
Job Summary:
We are seeking a highly skilled Insurance Account Assistant to join our team at Alliant Insurance Services. As an Insurance Account Assistant, you will be responsible for providing exceptional customer service and support to our clients, while also assisting in the development of new business opportunities.
Key Responsibilities:
- Provide customer service and support to assigned clients and/or policies
- Solicit new business on existing accounts and support Producer-led new business efforts
- Support Producer in developing new business opportunities for existing clients and prospects
- Review policies for accuracy and review contracts
- Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections
- Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication
- Provide technical guidance to staff assisting with client needs or procedural issues
- Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
- Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information)
Requirements:
- Six (6) or more years related work experience
- Excellent customer service skills, including telephone and listening skills
- Good leadership, problem-solving, and time management skills
- Proficient in Microsoft Office Suite
About Alliant Insurance Services:
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.
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.
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