Account Representative - Small Business Unit

Alliant Insurance Services•Broken Arrow, OK

About The Position

The Account Representative provides customer service and support in the Small Business Unit, assisting Producers and the service team with existing accounts and new business solicitation. The role may include independent responsibility for servicing and retaining assigned customers and/or policies. The position packages and markets applications to carriers for quotes, reviews policies and coverage, and manages renewals. It also supports account inquiries and discrepancy resolution, binds coverage, prepares client presentations and proposals, handles underwriting and client correspondence, and maintains accurate agency management system data. All work must comply with company policies and procedures and applicable federal, state, and local laws.

Requirements

Associate's degree or equivalent combination of education and experience.
Two or more years of related work experience.
Valid insurance license and completion of one insurance class.
Continue meeting continuing education requirements for license renewal.
Excellent verbal and written communication skills.
Excellent customer service skills, including telephone and listening skills.
Good problem-solving and time-management skills.
Intermediate typing skills (30–35 wpm).
Ability to work within a team and foster teamwork.
Proficiency in Microsoft Office Suite.

Responsibilities

Package and market applications to carriers to obtain quotes.
Negotiate prices, commissions, and/or coverage with carriers for the Small Business Unit, as applicable.
Review policies, identify deficiencies, and determine appropriate coverage levels for the Small Business Unit.
Manage the renewal process for expiring policies.
Review client accounting histories, respond to accounting inquiries, correct account discrepancies, and assist with collections on past-due accounts.
Bind insurance coverage and prepare insurance binders.
Assist with preparing client presentations and/or proposals.
Gather information for applications.
Research information requests from underwriters for the Small Business Unit.
Compose correspondence to insureds and/or underwriters for the Small Business Unit.
Input applications and create letters and other correspondence.
Prepare draft certificate templates for review and approval.
Analyze certificate requests and ensure clients’ needs are met.
Comply with agency management system data standards and maintain complete and accurate information.
Perform duties in accordance with company policies and procedures and applicable federal, state, and local laws.
Perform other duties as assigned.