Assistant Account Manager- Surety Insurance

Alliant Insurance Services; Uniondale (NY); On-site; USD 55,000 - 80,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a client services professional to support Producers by servicing existing accounts and soliciting new business in the New York area. You will manage renewals, process applications, and collaborate with carriers.

The role emphasizes accuracy, strong communication, and customer service, with licensing requirements and ongoing CE obligations.

Qualifications

• 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.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• Negotiates prices, commissions, and/or coverages with carriers.
• Reviews policies, identifies deficiencies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts.
• 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.
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor.
• 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.
• Binds insurance coverage and prepares insurance binders.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Excellent verbal and written comms

Excellent customer service

Problem solving & time management

Typing 30-35 wpm

Teamwork

Microsoft Office proficiency

Education

Associate's Degree or equivalent

4+ years related experience

Career Path CE requirements

Valid Insurance License

Continued CE 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 and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

Essential Duties And Responsibilities

• Packages and markets applications to various carriers to obtain quotes;
• Negotiates prices, commissions, and/or coverages with carriers;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
• 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;
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
• 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;
• Binds insurance coverage and prepares insurance binders;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• 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 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