Account Representative – Commercial Insurance

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• 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.

🎯 Requirements

• Associates degree or equivalent combination of education and experience • 2 - 4 years related work experience • Valid insurance license and completion of one insurance class required • Must continue to meet Continuing Education requirements for license renewal • Encouraged to complete Career Path requirements as communicated by supervisor