Account representative

With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services.

Operating through a national network of offices, Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide.

Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States. Position may be located in New York City, NY or Uniondale, NY.

SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Discusses strategy with producer or supervisor for surety new placements;
• Executes a variety of bonds and analyzes bonds to ensure proper execution;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Gathers information for applications for specific bond types;
• Submits new submissions to underwriters for approval;
• Researches requests for information from underwriters;
• Invoices all transactions, to include Over / Under runs, new bonds, endorsements, renewals, etc.;
• Composes correspondence to insured and / or underwriters;
• Creates letters, and other forms of correspondence;
• 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 1-2 years related work experience Valid insurance license and completion of one insurance class required Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor 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 ethicProficient 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 SUBMIT RESUME 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.

Last updated : 2024-02-23