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Account Representative

Employer
Alliant
Location
San Diego, California
Salary
Not Specified
Closing date
Dec 1, 2024
View more categoriesView less categories
Category
Customer Service
Job Type
Not Specified
Career Level
Not Specified
Workplace
In-Office

Job Details

Account Representative

San Diego, CA, USA Req #2673

Wednesday, October 2, 2024

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: >.

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

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 Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

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Other details
  • Pay Type Hourly
  • Min Hiring Rate $50,000.00
  • Max Hiring Rate $60,000.00
  • Company

    As one of the top 5 largest commercial retail insurance brokerage firms in the U.S., we combine the power and breadth of big-company resources with a hyper-personalized approach that puts your interests above everything else. Our culture of entrepreneurialism, collaboration, and innovation gives us the independence and accountability to create solutions that uniquely match your needs. Because when people come first, more is possible.

    Company info
    Website
    Telephone
    9496819070
    Location
    18100 Von Karman Ave
    10th Floor
    Irvine
    CA
    92612
    United States

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