Account Service Specialist - Insurance (Hybrid)

Alliant Insurance Services; Dormont (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking an account service professional to support Producers and service existing accounts. The role centers on client renewals, paperwork, and coordination with underwriters.

You will prepare exposure workbooks, review quotes, gather renewal information, and communicate updates to clients. Strong communication and office skills are essential for success in this team.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Prepares exposure workbook and applications for client pre renewals.
• Assists Service team in reviewing and comparing quotes for Proposals.
• Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
• May participate in client meetings to review coverage.
• Gathers information for applications.
• Prepares presentations and proposals for clients.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Prepares draft certificate templates for review and approval.
• Analyzes certificate requests and ensures clients needs are met.
• Inputs applications and creates letters, and other forms of correspondence.
• Complies with agency management system data standards and data integrity.
• Performs other duties as assigned

Skills

Excellent verbal and written comms

Excellent customer service

Microsoft Office Suite

Education

Associate's degree or equivalent

Job description

Alliant Insurance Services is seeking an account service professional to support Producers and service existing accounts. The role centers on client renewals, paperwork, and coordination with underwriters.

You will prepare exposure workbooks, review quotes, gather renewal information, and communicate updates to clients. Strong communication and office skills are essential for success in this team.