Insurance Account Specialist - Client Service & Renewals

Alliant Insurance Services; Houston (TX); On-site; USD 48,000 - 65,000; Full time

Job summary

Alliant Insurance Services in Houston seeks a motivated customer service professional to support Producers and the service team in managing existing accounts and pursuing new business opportunities. You will coordinate applications, quotes, and binders with carriers, and help with renewal processes while maintaining accurate client records.

The role requires strong communication, solid problem solving, and teamwork; an active insurance license and ongoing CE are required, with proficiency in MS

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2-4 years related work experience.
• Valid insurance license and completion of one insurance class required.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• May negotiate prices, commissions, and/or coverages with carriers.
• Reviews policies, identifies deficiencies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts.
• Binds insurance coverage and prepares insurance binders.
• Assists with the preparation of presentations and/or proposals for clients.
• Gathers information for applications.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Inputs applications and creates letters, and other forms of correspondence.
• Prepares draft certificate templates for review and approval.
• Analyzes certificate requests and ensures clients needs are met.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Verbal & written communication

Customer service

Problem solving

Time management

Teamwork

Microsoft Office

Education

Associates degree or equivalent

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services in Houston seeks a motivated customer service professional to support Producers and the service team in managing existing accounts and pursuing new business opportunities. You will coordinate applications, quotes, and binders with carriers, and help with renewal processes while maintaining accurate client records.

The role requires strong communication, solid problem solving, and teamwork; an active insurance license and ongoing CE are required, with proficiency in MS