Assistant Account Representative- Public Entity P&C

Alliant Insurance Services; Halifax Regional Municipality; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking an Assistant Account Representative to provide exceptional customer service and clerical support. This role involves assisting with policy reviews, claims processing, and preparing marketing materials for clients. The ideal candidate will possess strong communication and problem-solving skills, along with proficiency in Microsoft Office. Join a dynamic team that values innovation and personal service while contributing to a comprehensive portfolio of insurance solutions. If you're self-motivated and eager to grow in the insurance sector, this opportunity is perfect for you.

Qualifications

• High School Diploma or equivalent; 1+ years related work experience.
• Must meet Continuing Education requirements for license renewal.

Responsibilities

• Provide customer service and clerical support to Producers.
• Assist with policy review, claims processing, and marketing materials.

Skills

Verbal and written communication skills

Customer service skills

Problem solving skills

Time management skills

Intermediate typing skills (30-35 wpm)

Teamwork

Proficient in Microsoft Office Suite

Education

High School Diploma

Related work experience (1+ years)

Job description

Assistant Account Representative- Public Entity P&C

Sacramento, CA, USA
Req #3342

Wednesday, March 19, 2025

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.

JOB SUMMARY

Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business.

Essential Duties and Responsibilities

• Assists with review of policies for accuracy and/or possible deficiencies;


• Packages and markets applications to various carriers to obtain quotes as delegated;


• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;


• Composes correspondence to insured and/or underwriters as directed;


• Processes and tracks claims;


• Inputs applications and word processes letters, and other forms of correspondence as directed;


• Prepares insurance binders or certificates as directed;


• Inputs information into agency management system;


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


• Travel to meetings (8-9 per year) to set up catering, handouts, presentations, etc.


• In skillset, third point - good problem solving, time management and attention to detail


• In skillset add, self-motivated and a self-starter


• Other duties as assigned.

QUALIFICATIONS

High School Diploma or equivalent combination of education and experience

One (1) or more yearsrelated work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Must continue to meet Continuing Education requirements for license renewal

Valid insurance license

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

#LI-RF1

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 at1-877-901-9473 and let us know the nature of your request and contact information.

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

Other details

• 
  Pay Type
  Hourly
  
• 
  Min Hiring Rate
  $28.21
  
• 
  Max Hiring Rate
  $33.34
  

Apply Now

• Sacramento, CA, USA

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