Insurance Accounts Specialist

Alliant Insurance Services; Houston (TX); Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

Alliant Insurance Services is seeking a Customer Service professional in Houston to support Producers and service teams, handling applications, renewals, and client inquiries. The role includes preparing proposals, communicating with underwriters, and maintaining accurate policy data.

Requirements include an Associate's degree (or equivalent) and 2–4 years of related experience, plus an active insurance license and CE obligations. This in-office role offers growth and a broad benefits package.

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
• Encouraged to complete Career Path requirements as communicated by supervisor

Responsabilités

• 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.

Connaissances

Excellent verbal and written comms

Customer service

Problem solving

Time management

Teamwork

Microsoft Office

Typing 30-35 wpm

Formation

Associate's degree or equivalent

2-4 years related experience

Outils

CRM systems

Agency management system

Description du poste

Alliant Insurance Services is seeking a Customer Service professional in Houston to support Producers and service teams, handling applications, renewals, and client inquiries. The role includes preparing proposals, communicating with underwriters, and maintaining accurate policy data.

Requirements include an Associate's degree (or equivalent) and 2–4 years of related experience, plus an active insurance license and CE obligations. This in-office role offers growth and a broad benefits package.