Assistant 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.

Essential Duties And Responsibilities

• Supports brokers in maintaining new and renewal files and generating reports;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Secures premium financing, upon request;
• Collaborates with surplus lines department to ensure timely filing of paperwork;
• Coordinates certificate of insurance requests;
• Creates summaries of insurance;
• Tracks policy checking status and transmittals;
• Ensures transaction invoicing, including renewals, endorsements, cancellations, etc.;
• Composes correspondence to insured and/or brokers;
• 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)

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 Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .

Apply Now