Account Representative - Small Business Unit

Alliant Insurance Services; Broken Arrow (OK); In loco; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Alliant Insurance Services is seeking a detail-oriented professional to support the Small Business Unit, assisting Producers and service teams with existing accounts and new business development.

The role involves packaging and marketing applications, reviewing policies for coverage adequacy, handling renewals, and preparing client communications. A valid insurance license and ongoing CE are required, with a track record of strong communication and teamwork.

Competenze

• Requires strong verbal and written communication skills.
• Customer service experience, including telephone and listening skills.
• Excellent problem solving and time management abilities.
• Typing speed of 30–35 wpm.
• Able to work within a team.
• Proficient with Microsoft Office applications.

Mansioni

• Package and market applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers as needed.
• Review policies to ensure adequate coverage.
• Manage renewal processes for expiring policies.
• Assist with client accounting inquiries and correct discrepancies.

Conoscenze

Verbal communication

Written communication

Customer service

Problem solving

Typing

Teamwork

Microsoft Office

Formazione

Associate's degree or equivalent

2+ years related experience

Insurance license + one course

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