Account Representative - Small Business Unit
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. More information is available on the company's website at: www.alliant.com.
Hybrid work schedule: In-office requirement.
Responsible for providing customer service and support in the Small Business Unit 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.
Responsibilities
- Packages and markets applications to various carriers to obtain quotes
- May negotiate prices, commissions, and/or coverages with carriers for the Small Business Unit
- Reviews policies, identifies deficiencies and determines appropriate level of coverage for the Small Business Unit
- 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
- Gathers information for applications
- Researches requests for information from underwriters for the Small Business Unit
- Composes correspondence to insured and/or underwriters for the Small Business Unit
- 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)
- Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
- Performs other duties as assigned
Requirements
- Associate's 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
- Must continue to meet Continuing Education requirements for license renewal
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