Insurance Account Specialist — Renewals & Client Service

Alliant; Sacramento (CA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Alliant is seeking a customer-focused professional to support Producers and service teams in retaining and growing accounts. You will process applications, market to carriers, and prepare binders to secure coverage.

The role requires an insurance license, 2–4 years of related experience, and strong communication skills to service clients, handle renewals, and respond to underwriting information requests.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2-4 years related work experience in insurance or similar role.
• Valid insurance license and completion of one insurance class required.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.

Responsibilities

• Packages and markets applications to carriers for quotes.
• Negotiate prices, commissions, and coverages with carriers as needed.
• Review policies to identify deficiencies and determine coverage levels.
• Manage renewal process for expiring policies.
• Review client accounting history and address inquiries; assist in collections if needed.
• Bind insurance coverage and prepare binders.
• Prepare presentations and proposals for clients.
• Gather information for applications and respond to underwriter requests.
• Compose correspondence to insureds and underwriters; create forms.
• Prepare draft certificate templates for review and approval.
• Analyze certificate requests to meet client needs; maintain data accuracy in systems.
• Perform other duties as assigned.

Skills

Verbal and written communication

Customer service

Problem solving and time management

Typing speed 30-35 wpm

Teamwork and collaboration

Microsoft Office Suite

Education

Associate degree or equivalent

2-4 years related experience

Insurance license and one course

Continuing Education for license renewal

Career Path requirements per supervisor

Job description

Alliant is seeking a customer-focused professional to support Producers and service teams in retaining and growing accounts. You will process applications, market to carriers, and prepare binders to secure coverage.

The role requires an insurance license, 2–4 years of related experience, and strong communication skills to service clients, handle renewals, and respond to underwriting information requests.