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Alliant Insurance Services

Assistant Account Representative

Posted Yesterday
Be an Early Applicant
Remote
Hiring Remotely in CA, USA
30-33 Hourly
Junior
Remote
Hiring Remotely in CA, USA
30-33 Hourly
Junior
Provides customer service and administrative support for insurance brokerage accounts. Responsibilities include executing and analyzing bonds, reviewing accounting history, resolving discrepancies, assisting with collections, gathering application information, submitting materials to underwriters, researching requests, invoicing transactions, composing correspondence, and maintaining accurate agency management system data.
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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.

 

 

SUMMARY

 

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts. 

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

 

Executes a variety of bonds and analyzes bonds to ensure proper execution;

 

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;

 

Gathers information for applications for specific bond types;

 

Submits new submissions to underwriters for approval;

 

Researches requests for information from underwriters;

 

Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;

 

Composes correspondence to insured and/or underwriters;

 

Creates letters, and other forms of correspondence;

 

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

 

Other duties as assigned.

 

 

QUALIFICATIONS

EDUCATION / EXPERIENCE

 

High school diploma or equivalent combination of education and experience  

 

1-2 years related work experience;  

 

Valid insurance license a plus

 

Encouraged to complete Career Path requirements as communicated by supervisor

 

 

SKILLS

 

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)

 

 

 

#LI-CP1

 

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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

HQ

Alliant Insurance Services Irvine, California, USA Office

18100 Von Karman Avenue, 10th Floor, Irvine, CA, United States, 92612

Alliant Insurance Services Los Angeles, California, USA Office

Los Angeles, United States

Alliant Insurance Services Newport Beach, California, USA Office

Newport Beach, United States, 0

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