Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Account Representative is responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.
Responsibilities
- Packages and markets applications to various carriers to obtain quotes
- May negotiate prices, commissions, and/or coverages with carriers
- Reviews policies, identifies deficiencies and determines appropriate level of coverage
- 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
- Composes correspondence to insured and/or underwriters
- 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)
- Other duties as assigned
Skills
- Associates degree or equivalent combination of education and experience
- 2 - 4 years related work experience
- Valid insurance license and completion of one insurance class required
- Must continue to meet Continuing Education requirements for license renewal
- Encouraged to complete Career Path requirements as communicated by supervisor
- 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
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.
- Applicants are protected under Federal law from discrimination.
- If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
- For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
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