Account Representative

Alliant; Spokane (WA); On-site; USD 42,000 - 62,000; Full time

Job summary

Alliant is seeking a customer-focused insurance support professional in Spokane to assist Producers and service teams with existing accounts and new business development.

You will handle applications, renewals, binders, and client communications while maintaining accurate records and supporting presentations. This role requires teamwork and strong MS Office skills.

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
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

• Packages and markets applications to 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.
• 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.

Skills

Excellent verbal and written comun...

Education

Associates degree or equivalent

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