Assistant Account Representative

Alliant Insurance Services • Uniondale, NY

4d

About The Position

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts.

Requirements

• High school diploma or equivalent combination of education and experience
• 1-2 years related work experience
• Extremely efficient organization and prioritization skills
• Ability to manage high levels of workload while adhering to company guidelines
• Great problem solving and time management skills
• Ability to multi-task and work in a fast paced environment
• Excellent customer service skills, including telephone and listening skills
• Ability to work within a team and to foster teamwork
• Strong work ethic
• Proficient in Microsoft Office Suite
• Intermediate typing skills (30-35 wpm)

Nice To Haves

• Valid insurance license a plus
• Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees