Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.
This opportunity falls under our Alliant Specialty division.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with 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 Producer;
Binds insurance coverage and prepares binders and/or delegate certificates issuance;
Reviews policies for accuracy and review contracts;
Prepares summaries and/or schedules of coverage for clients;
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Provides technical guidance to staff assisting with client needs or procedural issues;
Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
Notifies producer 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 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
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
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
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-RF1
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
- Excellent verbal and written communication skills
- Advanced planning, organizational, and prioritization skills
- Ability to work within a team and foster teamwork
- Excellent customer service, telephone, and listening skills
- Good leadership, problem-solving, and time-management skills
- Proficiency in Microsoft Office Suite
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.
