Account Representative - Small Business Unit

Alliant Insurance Services, Inc.; Broken Arrow (OK); In loco; USD 38.000 - 48.000; Tempo pieno

Descrizione del lavoro

Alliant Insurance Services, Inc. is seeking a Customer Service Specialist in the Small Business Unit to support Producers and service teams with existing accounts and new business opportunities.

You will package and market applications, help with renewals, prepare binders, and liaise with underwriters. Strong communication and organization are essential for success in this role.

Competenze

• Excellent verbal and written communication skills required.
• Strong customer service orientation with phone and listening skills.
• Good problem solving and time management abilities.
• Proficient typing speed of 30–35 words per minute.

Mansioni

• Packages and markets applications to carriers for quotes.
• Manage renewals and analyze client accounts for accuracy.
• Prepare binders, correspondence, and drafts for clients and underwriters.
• Support servicing and retention of assigned accounts; assist with proposals.
• Ensure data integrity in agency systems and compliance with policies.

Conoscenze

Verbal and written communication

Customer service

Problem solving

Time management

Teamwork

Typing speed 30–35 wpm

Microsoft Office Suite

Formazione

Associate's Degree or equivalent

Two or more years related work experience

Valid Insurance License

Continuing Education for license renewal

Strumenti

Microsoft Office Suite

Descrizione del lavoro

SUMMARY

Responsible for providing customer service and support in the Small Business Unit 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 for the Small Business Unit;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage for the Small Business Unit;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepanciesincluding 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 for the Small Business Unit;
• Composes correspondence to insured and/or underwriters for the Small Business Unit;
• 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);
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's Degreeor equivalent combination of education and experience
• Two (2) or more years related work experience
• Valid Insurance License and completion of one insurance class
• Must continue to meet Continuing Education requirements for license renewal

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