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.
Hybrid work schedule: In-office requirement.
SUMMARY
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
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
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
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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
- Associate degree or equivalent combination of education and experience
- 2–4 years of related work experience
- Valid insurance license
- Completion of one insurance class
- Maintain continuing education requirements for license renewal
- Excellent verbal and written communication skills
- Excellent customer service, telephone, and listening skills
- Problem-solving and time-management skills
- Intermediate typing skills of 30–35 words per minute
- Ability to work within a team and foster teamwork
- 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.
