Assistant Account Manager - Commercial Lines

Alliant Insurance Services Job Opportunity

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.

Hybrid work schedule: In-office requirement.

This position is responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.

Essential duties and responsibilities include:

• Prepares exposure workbook and applications for client pre renewals.
• Assists Service team in reviewing and comparing quotes for Proposals.
• Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
• 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.
• 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.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned

Qualifications education/experience:

• Associate's Degree or equivalent combination of education and experience
• Four (4) 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

Skills:

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving skills and time management skills
• Ability to work within a team and to foster teamwork
• Ability to work independently on assigned tasks
• 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.