Assistant Account Representative

Reposted 3 Days Ago
Be an Early Applicant
Hiring Remotely in CA, USA
Remote
30-33 Hourly
Junior
Insurance
The Role
Provides customer service and administrative support for insurance brokerage accounts. Responsibilities include executing and analyzing bonds, reviewing accounting history, resolving discrepancies, assisting with collections, gathering application information, submitting materials to underwriters, researching requests, invoicing transactions, composing correspondence, and maintaining accurate agency management system data.
Summary Generated by Built In

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 support to assist Producers and service team in supporting existing accounts. 

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

 

Executes a variety of bonds and analyzes bonds to ensure proper execution;

 

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;

 

Gathers information for applications for specific bond types;

 

Submits new submissions to underwriters for approval;

 

Researches requests for information from underwriters;

 

Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;

 

Composes correspondence to insured and/or underwriters;

 

Creates letters, and other forms of correspondence;

 

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

 

Other duties as assigned.

 

 

QUALIFICATIONS

EDUCATION / EXPERIENCE

 

High school diploma or equivalent combination of education and experience  

 

1-2 years related work experience;  

 

Valid insurance license a plus

 

Encouraged to complete Career Path requirements as communicated by supervisor

 

 

SKILLS

 

Extremely efficient organization and prioritization skills

 

Ability to manage high levels of workload while adhering to company guidelines

 

Great problem solving and time management skills

 

Ability to multi-task and work in a fast paced environment

 

Excellent customer service skills, including telephone and listening skills

 

Ability to work within a team and to foster teamwork 

 

Strong work ethic 

 

Proficient in Microsoft Office Suite

 

Intermediate typing skills (30-35 wpm)

 

 

 

#LI-CP1

 

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

  • High school diploma or equivalent combination of education and experience
  • 1-2 years of related work experience
  • Proficiency in Microsoft Office Suite
  • Intermediate typing skills of 30-35 words per minute
  • Valid insurance license
  • Completion of Career Path requirements as communicated by supervisor
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

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.

Similar Jobs

Wipfli Logo Wipfli

Consultant

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
66K-89K Annually

Wipfli Logo Wipfli

Audit Manager, Health Care Industry

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
Irvine, CA, USA
2900 Employees
111K-149K Annually

Wipfli Logo Wipfli

Senior Consultant

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
88K-132K Annually

Wipfli Logo Wipfli

Architect

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
129K-174K Annually

Similar Companies Hiring

MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account