Banner

Account Representative - Construction

Irvine, CA, USA Req #2665
Thursday, October 3, 2024

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: www.alliant.com.

SUMMARY

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

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Review requests for Certificates of insurance and issue Certificates of insurance;

•    Assist with requests for auto ID cards;

•    Support Service team with preparing pre-renewal client servicing;

•    Request loss runs and NCCI experience Mod data;

•    Respond to accounting inquiries with guidance from Service team including review of AR/AP issues in EPIC;

•    Assist with renewal accounts in EPIC and renewal Batch cert processing in CSR24;

•    Assist with the preparation of presentations and/or proposals for clients;

•    Gather information for applications;

•    Request additional forms and endorsements for active policies from Carriers/Underwriters;

•    Compose correspondence to insured and/or underwriters;

•    Inputs applications and creates letters, and other forms of correspondence;

•    Prepares draft certificate templates for review and approval;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;

•    Performs other duties as assigned.

 

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Two (2) or more years related work experience

Encouraged to complete Career Path requirements as communicated by Supervisor

Valid Insurance License within 120 Days

Must continue to meet Continuing Education requirements for license renewal

 


SKILLS

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

 

 

#LI-AM1

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.  We encourage you to explore what we have to offer. 

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click 
here.

Other details

  • Pay Type Hourly
  • Min Hiring Rate $60,000.00
  • Max Hiring Rate $70,000.00
Location on Google Maps
  • Irvine, CA, USA