Surety Account Representative

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 surety accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES• Interacts professionally with existing and prospective surety insurance clients;• Assists in contacting client for renewal forms and reminds clients of premium balance due dates; • Reviews policies, identifies deficiencies and assists clients to determine appropriate level of coverage; • Manages renewal process including preparing renewal documents and estimates for each client/policy; • Gathers information for forms including production statements and acreage verifications; • Researches requests for information from the handbooks, policies and Underwriters;• Composes correspondence to insured and/or Underwriters; • Answers the phone and assists clients and adjusters effectively;• Routes incoming mail and faxes; prepares outgoing mail;• Reviews and explains the policy forms to clients;• Keeps clients files (paper and electronic) and communication file logs current and orderly;• Inspects documents for eligibility, accuracy and submits to carrier timely;• Scans and attaches documents in the system;• Logs and tracks policy status;• Opens and tracks claims;• Prints and verifies a variety of policy forms;• Handles filing, which includes file set-up and maintenance;• 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 office work experience;

Valid California P&C insurance license or ability to obtain such license

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

Good problem solving and time management skills

Good planning, organizational and prioritization skills

Strong attention to detail with an ability to multi-task

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

Hourly Rate: $24.65 - $27.18

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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, visit the link below.

https://www.alliant.com/media/p33ldzpp/recruitment_benefits_2022-23.pdf

Other details

• Pay Type Hourly
• Min Hiring Rate $24.65
• Max Hiring Rate $27.18

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