Account Representative - Small Business Unit Alliant Insurance Services - 3.4 Broken Arrow, OK Job Details Full-time 19 hours ago Qualifications Data integrity assurance Customer records maintenance Record keeping Managing customer accounts Commercial insurance policies Correspondence management Completing CE credits Account maintenance Phone communication Research Mid-level Accurate transaction records management Insurance issue resolution Financial issue resolution Managing client accounts Data integrity and documentation Sales quoting Client retention Coordinating with insurance clients Insurance policy review Presentation preparation Typing Productivity software Handling account queries Negotiated pricing Associate's degree Account management Accounting error correction 2 years Communication skills Full Job Description 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.

Hybrid work schedule:

In-office requirement. SUMMARY Responsible for providing customer service and support in the Small Business Unit 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

Packages and markets applications to various carriers to obtain quotes; May negotiate prices, commissions, and/or coverages with carriers for the Small Business Unit; Reviews policies, identifies deficiencies and determines appropriate level of coverage for the Small Business Unit; Manages renewal process for expiring policies; Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts; Binds insurance coverage and prepares insurance binders; Assists with the preparation of presentations and/or proposals for clients; Gathers information for applications; Researches requests for information from underwriters for the Small Business Unit; Composes correspondence to insured and/or underwriters for the Small Business Unit; Inputs applications and creates letters, and other forms of correspondence; Prepares draft certificate templates for review and approval; Analyzes certificate requests and ensures clients needs are met; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Performs 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 Valid Insurance License and completion of one insurance class 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-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" button. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits