Surety Account Representative - Commercial Insurance
Alliant Insurance Services, San Diego, California, United States, 92189
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 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
Discuss strategy with producer or supervisor for surety new placements.
Execute a variety of bonds and analyze bonds to ensure proper execution.
Review client accounting history, respond to accounting inquiries, and correct account discrepancies including assisting in collections on past due accounts.
Gather information for applications for specific bond types.
Submit new submissions to underwriters for approval.
Research requests for information from underwriters.
Invoice all transactions, including Over/Under runs, new bonds, endorsements, renewals, etc.
Compose correspondence to insured and/or underwriters.
Create letters, and other forms of correspondence.
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.
One (1) or more years related work experience.
Encouraged to complete Career Path requirements as communicated by supervisor.
Valid Insurance License.
Must continue to meet Continuing Education requirements for license renewal.
Completion of one insurance class.
Skills
Extremely efficient organization and prioritization skills.
Ability to manage high levels of workload while adhering to company guidelines.
Great problem solving and time management skills.
Ability to multi-task and work in a fast-paced environment.
Excellent customer service skills, including telephone and listening skills.
Ability to work within a team and to foster teamwork.
Strong work ethic.
Proficient in Microsoft Office Suite.
Intermediate typing skills (30-35 wpm).
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
#J-18808-Ljbffr
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 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
Discuss strategy with producer or supervisor for surety new placements.
Execute a variety of bonds and analyze bonds to ensure proper execution.
Review client accounting history, respond to accounting inquiries, and correct account discrepancies including assisting in collections on past due accounts.
Gather information for applications for specific bond types.
Submit new submissions to underwriters for approval.
Research requests for information from underwriters.
Invoice all transactions, including Over/Under runs, new bonds, endorsements, renewals, etc.
Compose correspondence to insured and/or underwriters.
Create letters, and other forms of correspondence.
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.
One (1) or more years related work experience.
Encouraged to complete Career Path requirements as communicated by supervisor.
Valid Insurance License.
Must continue to meet Continuing Education requirements for license renewal.
Completion of one insurance class.
Skills
Extremely efficient organization and prioritization skills.
Ability to manage high levels of workload while adhering to company guidelines.
Great problem solving and time management skills.
Ability to multi-task and work in a fast-paced environment.
Excellent customer service skills, including telephone and listening skills.
Ability to work within a team and to foster teamwork.
Strong work ethic.
Proficient in Microsoft Office Suite.
Intermediate typing skills (30-35 wpm).
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
#J-18808-Ljbffr