Account Representative

Alliant; Houston (TX); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Alliant is seeking a customer-service oriented professional to support Producers and the service team in servicing existing accounts and generating new business. The role includes binding coverage, preparing proposals, and coordinating with carriers to obtain quotes and renewals.

The ideal candidate will have an associate degree (or equivalent), 2–4 years of related experience, and a valid insurance license with continuing education requirements.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2–4 years of related work experience.
• Valid insurance license and completion of one insurance class required.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• May negotiate prices, commissions, and/or coverages with carriers.
• Reviews policies, identifies deficiencies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts.
• Bindsinsurance coverage and prepares insurance binders.
• Assists with the preparation of presentations and/or proposals for clients.
• Gathers information for applications.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Inputs applications and creates letters, and other forms of correspondence.
• Prepares draft certificate templates for review and approval.
• Analyzes certificate requests and ensures clients needs are met.
• Complies with agency management system data standards and data integrity.

Skills

Communication

Customer service

Problem solving

Time management

Teamwork

Typing speed 30–35 wpm

Education

Associate degree or equivalent

2–4 years related experience

Insurance license

Tools

Microsoft Office

Job description

SUMMARY

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Packages and markets applications to various carriers to obtain quotes;
• May negotiate prices, commissions, and/or coverages with carriers;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Binds insurance coverage and prepares insurance binders;
• Assists with the preparation of presentations and/or proposals for clients;
• Gathers information for applications;
• Researches requests for information from underwriters;
• Composes correspondence to insured and/or underwriters;
• Inputs applications and creates letters, and other forms of correspondence;
• Prepares draft certificate templates for review and approval;
• Analyzes certificate requests and ensures clients needs are met;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associates degree or equivalent combination of education and experience
• 2 - 4 years related work experience;
• Valid insurance license and completion of one insurance class required
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

• Excellent verbal and written communication skills
• Excellent 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