SUMMARYResponsible for providing support to Client Manager/Executive to enable them to better serve their clients. Responsible for providing customer service on an as needed basis.
ESSENTIAL DUTIES AND RESPONSIBILITIES - Initiate renewal process for existing clients.
- Analyze and compare current exposures and develop renewal or new business specifications for marketing.
- Conduct marketing, and review quotes and coverages for competitiveness and accuracy.
- Review and summarize marketing results and prepare proposals.
- Finalize proposals to be presented to clients.
- Bind insurance coverage and 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.
- Provide technical guidance to staff assisting with client needs or procedural issues.
- Notify brokers of pertinent information related to client retention.
- Develop, train, execute, manage, and audit a workflow.
- Amend and adjust workflow to business needs.
- Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
- Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience
Two (2) or more years of related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLSProficient 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 build trust and de-escalate concerns
Ability to work within a team and foster teamwork
Ability to maintain confidentiality
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 "
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For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
