At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.
SUMMARY
Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies. Supports and may at times lead a service team with some oversight from a more experienced Account Executives or direct manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports more experienced Account Executive's on more sophisticated large accounts and may also be responsible for direct management of assigned accounts;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional Director or Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
Reviews and summarizes marketing results and prepares proposals;
Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer;
Binds insurance coverage and prepares binders and/or delegate certificates issuance;
Reviews policies for accuracy and review contracts for compliance;
Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team;
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work in tandem with assigned claims advocates to deliver Client service;
Notifies producer or service team of pertinent information related to client retention;
Meets with clients as needed or directed by Producer;
Provides mentoring to staff to support immediate supervisor;
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Superior verbal and written communication skills
Advanced planning, organizational and prioritization skills
Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book
Ability to supervise and lead staff
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
#LI-MH1
#LI-REMOTE
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Skills Required
- Bachelor's degree or equivalent combination of education and experience
- Eight or more years of related work experience
- Valid insurance license
- Maintain continuing education requirements for license renewal
- Knowledge of the insurance marketplace and assigned lines of insurance
- Ability to supervise and lead staff
- Proficiency in Microsoft Office Suite
- Superior verbal and written communication skills
- Advanced planning, organizational, and prioritization skills
What We Do
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
