Jobs · Information Technology · California

Wrap-Up Program Administrator

Alliant Insurance Services · Irvine, CA · 3 wk ago
Information TechnologyFull-time

Essential Duties And Responsibilities

  • Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;
  • Supports Producer in developing new business opportunities for existing clients and prospects;
  • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
  • Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
  • Reviews and summarizes marketing results and prepares proposals;
  • Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
  • Solves customer service inquiries that require research and interactions with carriers or agents;
  • Counsels marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;
  • Finalizes proposals and presentations in coordination with Producer;
  • Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
  • Meets with clients as needed or directed by Producer;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Qualifications

  • Education / Experience: Associates degree or equivalent combination of education and experience; Four (4) or more years related work experience;
  • Valid Insurance license: Must continue to meet Continuing Education requirements for license renewal;
  • Skills: Excellent verbal and written communication skills; Advanced planning, organizational and prioritization skills; Ability to work within a team and to foster teamwork; Excellent customer services skills, including telephone and listening skills; 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.

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