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Alliant Insurance Services · 1 day ago

Surety Account Representative - Commercial Insurance

San Diego, CA

Full-time

Onsite

Entry Level

1+ years exp

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

ConsultingFinancial ServicesInsurance

Responsibilities

Discusses strategy with producer or supervisor for surety new placements

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

Qualification

Valid Insurance LicenseMicrosoft Office SuiteCustomer Service SkillsTyping SkillsOrganization SkillsProblem Solving SkillsTime Management SkillsTeamwork