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 servicing assigned accounts including set-up, bonding, renewals and general questions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies;
Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program;
Partners with Account Managers and Brokers in marketing and placement of risks;
Updates and maintains all manuals, powers of attorneys, etc.;
Processes renewals, new bonds, and follows up on bond exonerations;
Performs a variety of commercial lines and accounting duties in support of department and agency;
Serves as a technical expert and trainer;
Assists other team members in resolving complex issues;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
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
Four (4) or more years of related work experience
Familiar with rating and underwriting guidelines
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Advanced analytical skills
Good planning, organizational and prioritization skills
Ability and motivation to work independently
Proficient in Microsoft Office products
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