Assistant Account Manager

Alliant Insurance Services; Oklahoma City (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced account service professional to support Producers and service existing client accounts. The role involves preparing exposure workbooks, assisting with renewals, and developing proposals for clients and underwriters.

Candidates should have an Associate's degree (or equivalent) with four-plus years of related experience and hold an active insurance license.

Qualifications

• Associate's Degree or equivalent combination of education and experience required.
• Four (4) or more years related work experience preferred.
• Valid Insurance License required.

Responsibilities

• Provides customer service within an account service team and supports Producers by servicing existing accounts.
• Prepares exposure workbook and applications for client pre renewals.
• Reviews quotes and prepares proposals for clients and underwriters.
• Gathers information for applications and renewals and prepares draft certificate templates.

Skills

Customer service

Verbal & written communication

Teamwork

Microsoft Office

Education

Associate's Degree or equivalent

Insurance License

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. Hybrid work schedule: In-office requirement.

SUMMARY

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.

ESSENTIAL DUTIES AND 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 (enters and maintains complete and accurate information).
• Perform 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
• Four (4) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by Supervisor
• Valid Insurance License
• 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 skills and time management skills
• Ability to work within a team and to foster teamwork
• Ability to work independently on assigned tasks
• Proficient in Microsoft Office Suite

#LI-KG1

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