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.
Hybrid work schedule: In-office requirement.
SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Creates marketing submissions and works with various carriers to obtain quotes;
May negotiate prices, commissions, and/or coverages with carriers;
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
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;
Researches requests for information from Underwriters;
Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients;
Composes correspondence to insureds and/or Underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with Producer or
Supervisor;
Binds insurance coverage and prepares binders;
Prepares certificate templates;
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;
Participates in the claims process as necessary;
Notifies Brokers and Producers of pertinent information related to client retention;
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
Two (2) 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
Excellent customer service skills, including telephone and listening skills
Excellent organization and effective time management skills
Strong attention to detail
Good planning and prioritization skills
Good problem solving skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Proficient in Microsoft Office Suite
#LI-KG1
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
- Associates degree or equivalent combination of education and experience
- Two or more years of related work experience
- Valid insurance license
- Maintain continuing education requirements for license renewal
- Excellent verbal and written communication skills
- Excellent customer service skills, including telephone and listening skills
- Excellent organization and time management skills
- Strong attention to detail
- Good planning and prioritization skills
- Good problem-solving skills
- Strong analytical skills
- Ability to work within a team and foster teamwork
- Ability to maintain effective relationships with clients, colleagues, carriers, and other business contacts
- 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.
