Account Representative (Nw)

Alliant Spokane , WA 99201

Posted 2 days ago

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 clerical support to assist service team in supporting existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Prepares insurance binders;

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

  • Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed with AE/AM involvement;

  • Assists clients with day-to-day service needs including assistance with claims at direction of the AE/AM;

  • Participates in the claims process as necessary;

  • Reviews endorsements and audits for accuracy, communicates deficiencies to carrier and/or service team;

  • Generates auto ID cards;

  • Assembles policies (printing policies, organizing paper policies in logical order, assembling in binder, etc.);

  • Submits change requests to carriers;

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

  • Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

Two (2) or more years related work experience

Must obtain valid insurance license within 120 days of hire

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by Supervisor

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Excellent organizational skills with effective time management skills

Strong attention to detail

Good planning and prioritization skills

Good problem solving skills

Strong analytical skills

Ability to work within a team and to foster teamwork

Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts

Proficient in Microsoft Office Suite

#LI-KG1

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 Salary

  • Min Hiring Rate $40,000.00

  • Max Hiring Rate $45,000.00

Apply Now

  • Spokane, WA, USA
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