Assistant Account Representative
Job details
- Location
- California
- Work type
- Onsite
- Compensation
- $62,400 - $68,640/yr
- Posted
- Sep 29, 2026
- Apply on
- jobs.dayforcehcm.com
About this role
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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
High school diploma or equivalent combination of education and experience
1-2 years related work experience;
Valid insurance license a plus
Encouraged to complete Career Path requirements as communicated by supervisor
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-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 [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits