Assistant Account Representative- Commercial Insurance

Alliant Insurance Services; Dallas (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Alliant Insurance Services is seeking an Administrative Support professional for the PestSure office in Dallas, TX. This role supports Producers and the service team with customer service, document preparation, and coordinating office operations.

Responsibilities include handling calls, preparing proposals, loss runs, and certificates, and assisting with meetings and logistics. Strong MS Office skills and 1–2 years of related experience are preferred; a license is a plus.

Qualifications

• High school diploma or equivalent required.
• 1-2 years related work experience preferred.
• Valid insurance license a plus.
• Career Path requirements encouraged by supervisor.

Responsibilities

• Answers incoming calls to PestSure 888 number and routes callers.
• Assists service team with marketing materials, proposals, and presentations.
• Prepares loss runs as directed.
• Assists with insurance certificates processing (print, envelope, mail).
• Provides office support in absence of office management staff.
• Assists in preparing slides for recurring internal team meetings.
• Coordinates logistics for meetings, welcomes guests, and manages seating.
• Acts as primary emergency Floor Warden and maintains emergency contact information.
• Supports employee engagement, D&I, and philanthropy committees.
• Performs word processing and maintains data standards in the agency system.
• Updates program spreadsheets post renewal and distributes monthly invoices.
• Prepares Renewal Questionnaires 120 days in advance.

Skills

Organization & prioritization

High workload management

Problem solving

Multi-tasking

Customer service

Teamwork

Work ethic

MS Office Suite

Typing speed 30-35 wpm

Education

High school diploma or equivalent

1-2 years related work experience

Insurance license (preferred)

Tools

Microsoft Office

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. This position will be located in our PestSure office at 16000 Dallas Pkwy Suite 100, Dallas, TX 75248.

Essential Duties And Responsibilities

• Answers incoming calls to PestSure 888 number and routes callers as needed.
• Assists service team with assembly of marketing materials, proposals, and presentations for prospects and clients.
• Prepares loss runs as directed.
• Assists with client insurance certificates, including State Structural Board certificates, (print, envelope, stamp, mail) as needed.
• Provides office support in the absence of office management staff, and provides additional support to executive leadership.
• Assists in preparing slides for recurring internal team meetings.
• Assists with logistics of all meetings including providing support to host as needed, checking conference room lighting, confirming conference room equipment is functioning, welcoming guests, and offering beverages and seating.
• Acts as primary emergency Floor Warden by maintaining emergency contact information on AlliantNet, helping to identify and communicate to office emergency volunteers, and attending annual building management emergency training.
• Actively participates and supports committees related to employee engagement, D&I, and philanthropy.
• Provides word processing assistance as required.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Includes invoicing and applications, as necessary.
• Updates Program Spreadsheets post renewal.
• Distributes monthly invoices.
• Prepares Renewal Questionnaires to be updated by clients 120 days in advance.
• Maintenance of PestSure inbox to file and distribute endorsements, policies and experience modifiers from fronting carrier.
• Responsible for tracking receipt of policies from carriers in policy tracking document. Send policies to RSP for review and final delivery to insureds.
• Send WC Posting Notices to applicable insureds annually, if required.
• Preparation of Auto Accident Packets and distribution to clients at renewal.
• 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