Account Representative

Alliant Insurance Services; Irvine (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services in Irvine, California is seeking a customer-focused professional to provide service and support for Producers and service teams, assisting with existing accounts and new business opportunities.

The role includes packaging and marketing applications, renewals management, policy reviews, and coordinating with underwriters. A valid license with CE credits is required to maintain licensure.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2–4 years related work experience in insurance preferred.
• 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 carriers to obtain quotes.
• May negotiate prices, commissions, and coverages with carriers.
• Reviews policies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Responds to client accounting inquiries and assists with collections on past due accounts.
• Binds insurance coverage and prepares binders.
• Assists with presentations and proposals for clients.
• Gathers information for applications and communicates with underwriters.
• Creates letters and other forms; drafts certificate templates for review.

Skills

Verbal & written communication

Customer service

Problem solving

Time management

Teamwork

Microsoft Office

Education

Associates degree or equivalent

2–4 years related experience

Insurance license and one class

Continuing Education for license renewal

Job description

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 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

#LI-CP1

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.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits