Assistant Account Representative at Alliant… · California

SUMMARY

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

High school diploma or equivalent combination of education and experience

1-2 years related work experience;

Valid insurance license a plus

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 ethic

Proficient in Microsoft Office Suite

Intermediate typing skills (30-35 wpm)

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