Account Representative - Small Business Unit

Alliant Insurance Services; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

Alliant Insurance Services in Oklahoma City is seeking a Customer Service Specialist in the Small Business Unit to support Producers and service teams, aiding in account servicing and new business development.

You will package and market applications, review policies for adequate coverage, handle renewals, assist with client accounting, and prepare binders and proposals. A valid insurance license and CE compliance are required.

Qualifications

• Associate's Degree or 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.

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 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 for the Small Business Unit.

Skills

Communication

Customer service

Problem solving

Typing

Teamwork

MS Office

Education

Associate's Degree or equivalent

Two+ years related experience

Tools

Microsoft Office Suite

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. Hybrid work schedule: In-office requirement.

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 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 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 Degree or 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

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