Client-Facing Insurance Account Associate

Alliant Insurance Services; Spokane (WA); On-site; USD 42,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking a customer-focused professional to manage assigned accounts and support producer-led new business efforts. This role handles straightforward policies with small to medium book size, emphasizing service quality and retention.

Responsibilities include coordinating renewals, preparing proposals, and liaising with underwriters and clients to address coverage gaps. A valid license and CE compliance are required.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• One or more years related work experience.
• Valid Insurance License and CE requirements.

Responsibilities

• Collaborate with carriers to obtain quotes as needed.
• Assist in negotiating prices, commissions, and coverages.
• Review policies for accuracy and identify coverage gaps.
• Coordinate renewal processes for expiring policies.
• Prepare client proposals and presentations.
• Support producer-led new business efforts and client meetings.
• Bind coverage and prepare binders.
• Maintain client relationships to ensure retention.

Skills

Communication

Customer service

Organization

Analytics

Planning

Attention to detail

Problem solving

Teamwork

Relationship building

Insurance knowledge

Education

Bachelor's degree or equivalent

1+ years experience

Insurance license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services is seeking a customer-focused professional to manage assigned accounts and support producer-led new business efforts. This role handles straightforward policies with small to medium book size, emphasizing service quality and retention.

Responsibilities include coordinating renewals, preparing proposals, and liaising with underwriters and clients to address coverage gaps. A valid license and CE compliance are required.