Account Manager/Customer Service Representative- Trade Credit

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: . SUMMARY Responsible for providing excellent customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Assists clients with Trade Credit insurance issues such as explanation of coverage, ancillary lines of insurance coverage, and renewal information for all lines of business. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Reviews and summarizes marketing results and prepares proposals and presentations in coordination with Producer; Binds insurance coverage and prepares binders and/or delegates certificates issuance; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Notifies brokers of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Handles inbound calls from multiple resources such as banks, lending institutions, and unit owners; Provides customer support to borrowers, insurance agents/carriers, and bank representatives regarding insurance information for mortgages; Updates accounts, initiates research, and educates callers regarding all lines of insurance coverage that apply to association policies; Initiates outbound calls to insurance offices to obtain/verify information; Prepares new business quotes, renewal quotes, policies, endorsements and ancillary lines documents; Obtains ancillary lines insurance quotes to provide to insured; Works directly with agents and other internal departments to facilitate binding of all policies for accounts; Processes certificates of insurance as requested by lenders, banks, unit owners and all affiliated with a current insurance account; Meets production goals for quality and handles time consistently; Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and Trade Credit experience Six (6) 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 SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork #LI-RF1 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