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.