Commercial Account Representative

Alliant Insurance Services • Irvine, CA

2d

About The Position

SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES 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
• 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 to foster teamwork
• Proficient in Microsoft Office Suite

Nice To Haves

• Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

• Packages and markets applications to various carriers to obtain quotes
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree