Assistant Account Manager - Construction

Alliant Insurance Services; Weslaco (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Alliant Insurance Services in Texas seeks an experienced account service professional to support Producers and service existing client accounts. You will prepare renewal materials, review quotes, and gather information for applications.

The role requires strong communication, attention to detail, and the ability to work in a team. A four-year experience, an Associate's degree, and an active insurance license are preferred, with CE requirements to maintain licensure.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four or more years of related work experience.
• Valid Insurance license and ongoing CE requirements.

Responsibilities

• Prepares exposure workbook and applications for client pre renewals.
• Reviews quotes for proposals and assists in renewal processes.
• Requests information for renewals including applications and safety manuals.
• Reviews client accounting history and addresses inquiries.
• May participate in client meetings to review coverage.
• Gathers information for applications and prepares proposals.
• Researches information from underwriters and drafts correspondence.
• Creates draft certificate templates and analyzes certificate requests.
• Enters applications and maintains data integrity in the agency system.
• Performs duties in compliance with company policies and laws.

Skills

Verbal and written communication

Customer service

Problem solving

Teamwork

Independent work

Microsoft Office Suite

Education

Associate's Degree or equivalent

Four (4) or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

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.

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

Benefits

• 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