Bond & Client Support Specialist - Insurance Accounts

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 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.