Assistant Account Representative -Agriculture P&C Insurance

Alliant Insurance Services•Fresno, CA

7d•Onsite

About The Position

Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business. This position will work full time in our Fresno, CA Alliant Office: 9 E. River Park Pl. E., Fresno, CA 93720

Requirements

High School Diploma or equivalent combination of education and experience
One (1) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal within 120 Days
Good verbal and written communication skills
Good 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 to foster teamwork
Proficient in Microsoft Office Suite

Nice To Haves

Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

Assists with review of policies for accuracy and/or possible deficiencies
Packages and markets applications to various carriers to obtain quotes as delegated
Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers
Composes correspondence to insured and/or underwriters as directed
Processes and tracks claims
Inputs applications and word processes letters, and other forms of correspondence as directed
Prepares insurance binders or certificates as directed
Inputs information into agency management system
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned