Account Representative

Alliant Insurance Services; Oklahoma City (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking a customer service-focused professional to assist Producers and the service team in supporting existing accounts and soliciting new business. The role may include servicing and retaining assigned clients and policies.

Responsibilities include packaging and marketing applications, negotiating with carriers, renewals, and assisting in presentations. Required are an associates degree, 2–4 years' related experience, and an active insurance license with CE

Qualifications

• 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; continue CE for license renewal.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• Negotiate prices, commissions, and/or coverages with carriers.
• Review policies, identify deficiencies and determine appropriate level of coverage.
• Manage renewal process for expiring policies.
• Assist with client accounting inquiries and corrections, including past-due accounts.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

Microsoft Office

Education

Associates degree or equivalent

Valid insurance license

Tools

Microsoft Office Suite

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

Hybrid work schedule: In-office requirement.

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

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