SUMMARY Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business. This position will work full time in our

Fresno, CA Alliant Office:

9 E. River Park Pl. E., Fresno, CA 93720 ESSENTIAL

DUTIES AND RESPONSIBILITIES

Assists with review of policies for accuracy and/or possible deficiencies; Packages and markets applications to various carriers to obtain quotes as delegated; Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers; Composes correspondence to insured and/or underwriters as directed; Processes and tracks claims; Inputs applications and word processes letters, and other forms of correspondence as directed; Prepares insurance binders or certificates as directed; Inputs information into agency management system; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned.

QUALIFICATIONS EDUCATION / EXPERIENCE

High School Diploma 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 within 120 Days, Required SKILLS Good verbal and written communication skills Good 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-RF1