Assistant Account Representative

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

Job summary

Alliant Insurance Services is a leading insurance brokerage and consulting firm known for its national network and client-focused service. This role provides customer service and support to assist Producers and service teams in supporting existing accounts.

Responsibilities include processing bonds, coordinating with underwriters, and ensuring accurate data in the agency system. A HS diploma and 1–2 years’ experience are expected; an insurance license is a plus.

Qualifications

• High school diploma or equivalent.
• 1-2 years related work experience.
• Valid insurance license a plus.
• Encouraged to complete Career Path requirements as communicated by supervisor.

Responsibilities

• Executes a variety of bonds and analyzes bonds to ensure proper execution.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts.
• Gathers information for applications for specific bond types.
• Submits new submissions to underwriters for approval.
• Researches requests for information from underwriters.
• Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.
• Composes correspondence to insured and/or underwriters.
• Creates letters, and other forms of correspondence.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Excellent customer service

Time management

Multi-tasking

Communication

Teamwork

Education

High school diploma or equivalent

1-2 years related work experience

Insurance license a plus

Tools

Microsoft Office Suite

Typing 30-35 wpm

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 support to assist Producers and service team in supporting existing accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Executes a variety of bonds and analyzes bonds to ensure proper execution;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Gathers information for applications for specific bond types;
• Submits new submissions to underwriters for approval;
• Researches requests for information from underwriters;
• Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
• Composes correspondence to insured and/or underwriters;
• Creates letters, and other forms of correspondence;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• High school diploma or equivalent combination of education and experience
• 1-2 years related work experience;
• Valid insurance license a plus
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

• Extremely efficient organization and prioritization skills
• Ability to manage high levels of workload while adhering to company guidelines
• Great problem solving and time management skills
• Ability to multi-task and work in a fast paced environment
• Excellent customer service skills, including telephone and listening skills
• Ability to work within a team and to foster teamwork
• Strong work ethic
• Proficient in Microsoft Office Suite
• Intermediate typing skills (30-35 wpm)

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