Alliant Insurance Services
Surety Assistant Account Manager
Alliant Insurance Services, Irvine, California, United States, 92713
Surety Assistant Account Manager
Irvine, CA, USAReq #2666
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: www.alliant.com.SUMMARYResponsible 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* Packages and markets applications to various carriers to obtain quotes;* Negotiates 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 collections on past due accounts;* May participate in client meetings to review coverage;* Gathers information for applications;* Prepares presentations and proposals for clients;* Researches requests for information from underwriters;* Composes correspondence to insured and/or underwriters;* Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;* Prepares draft certificate templates for review and approval;* Analyzes certificate requests and ensures clients needs are met;* Inputs applications and creates letters, and other forms of correspondence;* Binds insurance coverage and prepares insurance binders;* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);* Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experienceFour (4) or more years related work experience; Valid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsGood problem solving and time management skillsIntermediate typing skills (30-35 wpm)Ability to work within a team and to foster teamworkProficient in Microsoft Office Suite#LI-AM1We 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.
For more information on Alliant Insurance Service's benefits, click here.
Other detailsPay TypeHourly
Min Hiring Rate$60,000.00
Max Hiring Rate$70,000.00
Apply Now
Irvine, CA, USA
Share this job:
Irvine, CA, USAReq #2666
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: www.alliant.com.SUMMARYResponsible 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* Packages and markets applications to various carriers to obtain quotes;* Negotiates 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 collections on past due accounts;* May participate in client meetings to review coverage;* Gathers information for applications;* Prepares presentations and proposals for clients;* Researches requests for information from underwriters;* Composes correspondence to insured and/or underwriters;* Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;* Prepares draft certificate templates for review and approval;* Analyzes certificate requests and ensures clients needs are met;* Inputs applications and creates letters, and other forms of correspondence;* Binds insurance coverage and prepares insurance binders;* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);* Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experienceFour (4) or more years related work experience; Valid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsGood problem solving and time management skillsIntermediate typing skills (30-35 wpm)Ability to work within a team and to foster teamworkProficient in Microsoft Office Suite#LI-AM1We 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.
For more information on Alliant Insurance Service's benefits, click here.
Other detailsPay TypeHourly
Min Hiring Rate$60,000.00
Max Hiring Rate$70,000.00
Apply Now
Irvine, CA, USA
Share this job: