Assistant Account Manager
About the role
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
Summary: Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.
Responsibilities
- Prepares exposure workbook and applications for client pre renewals.
- Assists Service team in reviewing and comparing quotes for Proposals.
- Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
- Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
- May participate in client meetings to review coverage.
- Gathers information for applications.
- Prepares presentations and proposals for clients.
- Researches requests for information from underwriters.
- Composes correspondence to insured and/or underwriters.
- Prepares draft certificate templates for review and approval.
- Analyzes certificate requests and ensures clients needs are met.
- Inputs applications and creates letters, and other forms of correspondence.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
- Perform all duties in accordance with all company policies and procedures, and all federal,