Account Representative
About the role
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.
Responsibilities
- Packages and markets applications to various carriers to obtain quotes
- Negotiates 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
- Aids in the preparation of presentations and/or proposals for clients
- Gathers information for applications
- Researches requests for information from underwriters
- Composes correspondence to insured and/or underwriters
- Inputs applications and creates letters, and other forms of correspondence
- 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
- 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
- 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
Benefits
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.
Pay
Details on pay are not specified in the job posting.
Schedule
The position offers a hybrid work schedule with an in-office requirement.
Company Information
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits.