Insurance Account Support & Growth Specialist

Alliant; Irvine, Northern (CA, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Alliant is seeking an experienced insurance professional to provide customer service and support Producers by servicing existing accounts and soliciting new business. This role includes independent responsibility for servicing and retention of assigned customers and policies.

Responsibilities include packaging and marketing applications, negotiating with carriers, managing renewals, and preparing proposals and certificates.

Qualifications

• Associate's degree or equivalent.
• Four or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes.
• Negotiates 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 collections on past due accounts.
• May participate in client meetings to review coverage.
• Gathers information for applications.
• Prepares presentations and proposals for clients.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor.
• Prepares draft certificate templates for review and approval.
• Analyzes certificate requests and ensures clients needs are met.
• Inputs applications and creates letters, and other forms of correspondence.
• Binds insurance coverage and prepares insurance binders.
• Complies with agency management system data standards and data integrity.
• Other duties as assigned.

Skills

Verbal & written communication

Customer service

Problem solving

Time management

Typing

Teamwork

MS Office Suite

Education

Associate degree or equivalent

Job description

Alliant is seeking an experienced insurance professional to provide customer service and support Producers by servicing existing accounts and soliciting new business. This role includes independent responsibility for servicing and retention of assigned customers and policies.

Responsibilities include packaging and marketing applications, negotiating with carriers, managing renewals, and preparing proposals and certificates.