Account Representative

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 support to assist Producers and service team in supporting existing accounts and soliciting new business.  This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.  


ESSENTIAL DUTIES AND RESPONSIBILITIES 

Discusses strategy with producer or supervisor for surety new placements;

Executes a variety of bonds and analyzes bonds to ensure proper execution;

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;

Gathers information for applications for specific bond types;

Submits new submissions to underwriters for approval;

Researches requests for information from underwriters;

Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;

Composes correspondence to insured and/or underwriters;

Creates letters, and other forms of correspondence;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.


QUALIFICATIONS
EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience 

One (1) 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

Completion of one insurance class


SKILLS

Extremely efficient organization and prioritization skills

Ability to manage high levels of workload while adhering to company guidelines

Great problem solving and time management skills

Ability to multi-task and work in a fast paced environment

Excellent customer service skills, including telephone and listening skills

Ability to work within a team and to foster teamwork

Strong work ethic

Proficient in Microsoft Office Suite

Intermediate typing skills (30-35 wpm)

#LI-JP1

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 [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits