Account Representative

Insurance Services Representative

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.

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 include: discussing strategy with producer or supervisor for surety new placements; executing a variety of bonds and analyzing bonds to ensure proper execution; reviewing client accounting history, responding to accounting inquiries, and correcting account discrepancies including assisting in collections on past due accounts; gathering information for applications for specific bond types; submitting new submissions to underwriters for approval; researching requests for information from underwriters; invoicing all transactions, to include over/under runs, new bonds, endorsements, renewals, etc.; composing correspondence to insured and/or underwriters; creating letters, and other forms of correspondence; complying with agency management system data standards and data integrity (enters and maintains complete and accurate information); and other duties as assigned.

Qualifications include: an associate's degree or equivalent combination of education and experience; one or more years related work experience; encouraged to complete career path requirements as communicated by supervisor; valid insurance license; must continue to meet continuing education requirements for license renewal; and completion of one insurance class.

Skills include: 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).