Assistant Account Representative -Agriculture P&C Insurance
Alliant Insurance Services · Fresno, CA · 1 wk ago
AdministrativeFull-time
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
- Assists with review of policies for accuracy and/or possible deficiencies
- Packages and markets applications to various carriers to obtain quotes as delegated
- Affords service team with assembly of marketing materials, proposals and presentations for prospects and customers
- Composes correspondence to insured and/or underwriters as directed
- Processes and tracks claims
- Inputs applications and word processes letters, and other forms of correspondence as directed
- Prepares insurance binders or certificates as directed
- Inputs information into agency management system
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Performs other duties as assigned
Qualifications
- High School Diploma or equivalent
- One (1) or more years related work experience
- Valid Insurance License
- Continues to meet Continuing Education requirements for license renewal within 120 Days
- Good verbal and written communication skills
- Good 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.