Client-Focused Insurance Account Associate

Alliant Insurance Services; Vancouver (WA); On-site; USD 52,000 - 72,000; Full time

Job summary

Alliant Insurance Services in the United States is seeking a Customer Service Associate to support Producers by servicing existing accounts and generating new business opportunities. The role emphasizes accurate policy servicing, renewals, and client communication.

The ideal candidate will have an associate degree or equivalent, a valid insurance license, and strong organization, problem-solving, and MS Office skills. This is an in-office position with standard hours.

Qualifications

• Associates degree or equivalent combination of education and experience.
• Two or more years related work experience.
• Valid insurance license and ongoing CE requirements.
• Strong communication, organization and problem-solving abilities.

Responsibilities

• Creates marketing submissions and works with carriers to obtain quotes.
• May negotiate prices, commissions, and coverages with carriers.
• Reviews policies for accuracy and addresses deficiencies or gaps.
• Manages renewal process for expiring policies.
• Responds to client accounting inquiries and collections on past due accounts.
• Participates in client meetings to review coverage and strategy.
• Prepares certificates, binders, and supporting schedules.
• Assists with proposals, presentations, and cross-sell opportunities.
• Supports claims process as necessary.

Skills

Customer service

Communication

Time management

Attention to detail

Problem solving

Teamwork

Education

Associates degree or equivalent

Insurance license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services in the United States is seeking a Customer Service Associate to support Producers by servicing existing accounts and generating new business opportunities. The role emphasizes accurate policy servicing, renewals, and client communication.

The ideal candidate will have an associate degree or equivalent, a valid insurance license, and strong organization, problem-solving, and MS Office skills. This is an in-office position with standard hours.