Insurance Account Services Associate — Client Renewals

Alliant Insurance Services; Weslaco (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Alliant Insurance Services in Texas seeks an experienced account service professional to support Producers and service existing client accounts. You will prepare renewal materials, review quotes, and gather information for applications.

The role requires strong communication, attention to detail, and the ability to work in a team. A four-year experience, an Associate's degree, and an active insurance license are preferred, with CE requirements to maintain licensure.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four or more years of related work experience.
• Valid Insurance license and ongoing CE requirements.

Responsibilities

• Prepares exposure workbook and applications for client pre renewals.
• Reviews quotes for proposals and assists in renewal processes.
• Requests information for renewals including applications and safety manuals.
• Reviews client accounting history and addresses inquiries.
• May participate in client meetings to review coverage.
• Gathers information for applications and prepares proposals.
• Researches information from underwriters and drafts correspondence.
• Creates draft certificate templates and analyzes certificate requests.
• Enters applications and maintains data integrity in the agency system.
• Performs duties in compliance with company policies and laws.

Skills

Verbal and written communication

Customer service

Problem solving

Teamwork

Independent work

Microsoft Office Suite

Education

Associate's Degree or equivalent

Four (4) or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

Job description

Alliant Insurance Services in Texas seeks an experienced account service professional to support Producers and service existing client accounts. You will prepare renewal materials, review quotes, and gather information for applications.

The role requires strong communication, attention to detail, and the ability to work in a team. A four-year experience, an Associate's degree, and an active insurance license are preferred, with CE requirements to maintain licensure.