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.
More information is available on the company's website at: www.alliant.com .
Summary
Responsible for providing customer service and overall service of assigned clients as part of a service team or in support of a Producer.
Essential Duties And Responsibilities
- 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;
- May participate with Producer or as part of a Service team in soliciting new business;
- Supports an AE or producer or sales consultant in Client renewal process with the ability to work proactively and independently;
- Reviews and summarizes marketing results and prepares proposals;
- Finalizes proposals and presentations in coordination with Producer or Client Service team;
- Binds insurance coverage and prepares binders and prepare or delegate certificates issuance;
- Reviews policies for accuracy;
- Prepares summaries and/or schedules of coverage for clients;
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
- Participates in the claims process as directed by service team or producer;
- Responds to Client inquiries daily - seeking guidance from Account service team or producer for critical or complex issues;
- Produces invoices and delivers to Client, monitor for client payments, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
- 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, state and local laws, wherein the Company operates;
- Performs other duties as assigned.
Qualifications
EDUCATION / EXPERIENCE
Associate's Degree equivalent combination of education and experience
Six (6) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor.
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Skills
Knowledge, Skills and Abilities
Superior verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Excellent ability to prioritize workload and multi task, problem solving and time management skills
Strong knowledge of Standard operating procedures for compliance and services
Knowledge of technical insurance for major lines of insurance - WC, GL, Auto, Excess Liability and familiar with ancillary lines
Proficient in Microsoft Office Suite
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.
For immediate consideration for this position, please click on the “Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here .
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