Account Representative

Alliant Insurance Services
United States, Oklahoma, Oklahoma City
3000 West Memorial Road (Show on map)
Dec 21, 2024
Account Representative Oklahoma City, OK, USA Req #2856 Friday, December 20, 2024 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 will serve customers in an endorsed environment to help identify personal and Business-related insurance needs to recommend the appropriate solutions utilizing a suite of specialty insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Identifies prospects that fit the target demographic for selling different products and cross selling to pass off to the appropriate team member. Supports a customer through entire sales process in conjunction with a sales representative, which includes proactively engaging prospects and/or member, addressing inquiries, providing quotes and competitive plan comparisons, assisting with applications, tracking underwriting status and closing business. Interfaces with marketing, underwriting, case management, and customer service to aid the sales process. Assists with requested quotes and make changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. Reviews policies, identifies deficiencies and determines appropriate level of coverage. Receives and reviews all termination and cancellation to determine action to be taken and takes needed action within 3 days of receipt. Documents all material conversations with insured's and/or carriers regarding exposures and coverage. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). QUALIFICATIONS EDUCATION / EXPERIENCE Associates degree or equivalent combination of education and experience Two (2) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Prior experience working in an endorsed or member-based environment Valid Insurance License and completion of one insurance class required Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills with the ability to explain complex insurance products in a clear and understandable way. Excellent customer service skills, including telephone and listening skills Ability to build rapport and trust with clients Ability to work independently Ability to accurately gather and record customer information, process applications, and maintain organized records. Strong problem-solving skills with the ability to address customer concerns and offer effective solutions. Proficient in Microsoft Office Suite #LI-AQ1 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, click here . Other details Pay Type Hourly Apply Now Oklahoma City, OK, USA Share this job: