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Alliant Insurance Services · 2 months ago

Commercial Account Representative

Lancaster, CA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Commercial Account Representative is responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.

ConsultingFinancial ServicesInsurance

Responsibilities

Packages and markets applications to various carriers to obtain quotes

May negotiate 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 assisting in collections on past due accounts

Binds insurance coverage and prepares insurance binders

Assists with the preparation of presentations and/or proposals for clients

Gathers information for applications

Researches requests for information from underwriters

Composes correspondence to insured and/or underwriters

Inputs applications and creates letters, and other forms of correspondence

Prepares draft certificate templates for review and approval

Analyzes certificate requests and ensures clients needs are met

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

Other duties as assigned

Qualification

Valid insurance licenseCustomer service skillsMicrosoft Office SuiteProblem solving skillsTyping skillsVerbal communication skillsWritten communication skillsTime management skillsTeamwork ability