Alliant Insurance Services · 9 hours ago
Credit Specialist II
Cumberland Foreside, ME
Full-time
Onsite
Mid Level
3+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Credit Specialist II role is primarily responsible for writing new business reports, processing customer credit applications, and providing leadership within the Information team.
ConsultingFinancial ServicesInsurance
Responsibilities
Provides training and leadership to team members
Resolves customer disputes matters escalated by the Credit Specialist I
Recommends a credit advisement/limit based on information obtained while processing the credit application or new business report
Exercises judgement related to news or derogatory information including a “stop” or “downgrade” to risk score
Remains knowledgeable of current events and how they impact our customer’s business
Uses judgement to determine validity and authenticity of any credit request
Provides professional assistance to both Information and Service clients
Maintains confidentiality and security of company and client information
Manages a consistent flow of work to ensure customer satisfaction
Checks-in with clients daily
Applies quality assurance standards to all credit reports published
Assists with daily search for newswire stories as well as writes the stories on an as needed basis
Complies with agency management system data standards and data integrity (enter and maintain complete and accurate information)
Qualification
Required
Bachelor's Degree
Three (3) or more years of related work experience
Proficient in Microsoft Office Suite
Strong analytical and problem solving skills
Proven skills in time management, multi-tasking and meeting deadlines
Excellent customer service skills, including telephone and listening skills
Ability to pay close attention to detail
Ability to maintain a positive attitude in challenging interactions
Ability to work within a team and to foster teamwork
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase