Assistant Account Representative Commercial PC Insurance
alliant_commercial_realty_services, Newport Beach, CA, United States
With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States. SUMMARY Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assists with review of policies for accuracy and/or possible deficiencies;
- Packages and markets applications to various carriers to obtain quotes as delegated;
- Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;
- Composes correspondence to insured and/or underwriters as directed;
- Processes and tracks claims;
- Inputs applications and word processes letters, and other forms of correspondence as directed;
- Prepares insurance binders or certificates as directed;
- Inputs information into agency management system;
- Engages in optimal and appropriate usage of applicable agency management systems;
- Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE High school diploma or equivalent combination of education and experience 2 - 4 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 Good oral and written communication skills Good customer service skills, including telephone and listening skills Proficient in Microsoft Office Suite Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork
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 “SUBMIT RESUME” 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.