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: >.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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
QUALIFICATIONS
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
SKILLS
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