Account Services Pro: Client Renewals & Proposals

Alliant Insurance Services; Donna (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive package

Career path program

Job summary

Alliant Insurance Services is seeking a customer service professional to support an account service team and assist Producers with servicing existing accounts. You will handle client renewals, prepare documents, and coordinate with underwriters to ensure accurate coverage and proposals.

The role emphasizes attention to detail, strong communication, and teamwork within a fast-paced environment at our Texas office. Licensing and ongoing education are required to maintain eligibility.

Qualifications

• Associate's degree or equivalent combination of education and experience.
• Four or more years of related work experience.
• Continued Education requirements to maintain license.

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.
• Perform all duties in accordance with all company policies and procedures.
• Performs other duties as assigned.

Skills

Verbal and written communication

Customer service

Problem solving

Teamwork

Independent work

Microsoft Office Suite

Education

Associate's degree or equivalent

4+ years experience

Valid Insurance License

Continuing education for license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services is seeking a customer service professional to support an account service team and assist Producers with servicing existing accounts. You will handle client renewals, prepare documents, and coordinate with underwriters to ensure accurate coverage and proposals.

The role emphasizes attention to detail, strong communication, and teamwork within a fast-paced environment at our Texas office. Licensing and ongoing education are required to maintain eligibility.