Assistant Account Representative -Agriculture P&C Insurance

Alliant Insurance Services; Fresno (CA); On-site; USD 32,000 - 46,000; Full time

Job summary

Alliant Insurance Services in Fresno, CA is seeking an organized administrative assistant to support Producers and the service team in servicing existing accounts and soliciting new business. The role is based at our Fresno office at 9 E. River Park Pl.

E., Fresno, CA 93720 and requires full-time hours in-office. You will review policies for accuracy, assemble marketing materials, prepare certificates, input data into the agency management system, and assist with claims processing, with emphasis

Qualifications

• High School Diploma or equivalent combination of education and experience.
• One (1) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements within 120 Days, Required.

Responsibilities

• Review policies for accuracy and/or deficiencies.
• Package and market applications to carriers to obtain quotes.
• Assist service team with marketing materials, proposals and presentations.
• Compose correspondence to insureds and underwriters.
• Process and track claims.
• Input applications and process letters and forms.
• Prepare insurance binders or certificates.
• Input information into the agency management system.
• Maintain data standards and integrity in the agency system.

Skills

Verbal communication

Written communication

Customer service

Time management

Teamwork

Typing 30-35 wpm

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office Suite

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.

Hybrid work schedule: In-office requirement.

SUMMARY

Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business. This position will work full time in our Fresno, CA Alliant Office: 9 E. River Park Pl. E., Fresno, CA 93720.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists with review of policies for accuracy and/or possible deficiencies.
• Packages and markets applications to various carriers to obtain quotes as delegated.
• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers.
• Composes correspondence to insured and/or underwriters as directed.
• Processes and tracks claims.
• Inputs applications and word processes letters, and other forms of correspondence as directed.
• Prepares insurance binders or certificates as directed.
• Inputs information into agency management system.
• 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.
• One (1) 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 within 120 Days, Required.

SKILLS

• Good verbal and written communication skills.
• Good 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.

EEO Statement

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.