Job Details

Note: This employer is open to candidates who want to work remote.

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: >.

SUMMARY

Responsible for providing support to Client Manager/Executive to enable them to better serve their clients.

Fully remote role in MST or PST time zones.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Initiate renewal process for existing clients.

Handle daily change requests.

Follow up with carrier or clients for outstanding information.

Conduct marketing, and review quotes and coverages for accuracy.

Review and summarize marketing results and prepare proposals.

Prepare binders and/or delegate certificates issuance.

Review policies for accuracy and review contracts.

Prepare summaries and/or schedules of coverage for clients.

Review client accounting history, respond to accounting inquiries, and correct discrepancies.

Review completed renewal questionnaires.

Assist with surplus lines filings.

Prepare agency billing when necessary.

Follow up on items on reports prepared by management.

Notify brokers of pertinent information related to client retention.

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Other duties as assigned.

QUALIFICATIONS

Associate's Degree or equivalent combination of education and experience

One (1) or more years related work experience in Personal Lines Insurance, preferably, with High Net-Worth (HNW) experience

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills

Good problem solving and time management skills

Good planning, organizational and prioritization skills

Strong interpersonal skills

Ability to work within a team and foster teamwork

Ability to maintain confidentiality

#LI-DR2

#LI-REMOTE

Interested in working from home? This employer is open to candidates who want to work remote.
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