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 within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.
Prepares exposure workbook and applications for client pre renewals.
Assists Service team in reviewing and comparing quotes for Proposals.
Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
May participate in client meetings to review coverage.
Gathers information for applications.
Prepares presentations and proposals for clients.
Researches requests for information from underwriters.
Composes correspondence to insured and/or underwriters.
Prepares draft certificate templates for review and approval.
Analyzes certificate requests and ensures clients needs are met.
Inputs applications and creates letters, and other forms of correspondence.
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
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Four (4) 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
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving skills and time management skills
Ability to work within a team and to foster teamwork
Ability to work independently on assigned tasks
Proficient in Microsoft Office Suite
#LI-CP1
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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
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 Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals.
Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large.
Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
