Account Assistant, Insurance Brokerage - Life & Financial Services Division

Alper Services LLC, located in Chicago, IL, is a privately owned Insurance Broker and Consultant and is recognized as an industry leader with a long term client base and strong client relationships.  As an Account Assistant, you will be responsible for documentation, record keeping, and meeting quality standards.  You will work in a fast-paced environment with the Sales team, as an integral part of designing individual client/prospect insurance programs.  You'll learn how our range of product offerings can help our clients grow their businesses and improve their personal financial security.

Job Responsibilities:

• Serve as customer service liaison to clients and Alper Financial Services Team
• Collect underwriting information
• Evaluate insurance policies for performance reviews
• Work with team on selection of potential markets
• Work with team to develop and deliver insurance programs
• Contact prospects to assist in sales process and service
• Stay informed of all service issues and assist with resolution of issues when required.
• Participate in renewals by reviewing expiration listing with team to determine appropriate action and collection of information to prepare renewal submissions
• Attend continuing education and training opportunities as required
• Compliance with SmartOffice and K Drive filing procedures
• Perform other duties and projects as assigned

Qualifications:

• College degree preferred
• Current Illinois Life & Health Broker's License preferred
• Minimum 3 years' Life Insurance & Financial Services brokerage experience
• Valid Driver's License
• Proven track record of high productivity
• Ability to work effectively with minimal supervision.
• Ability to multi-task, shift priorities, and meet deadlines
• Superior attention to detail
• Ability to maintain confidentiality of medical and personal data
• Strong interpersonal and relationship building skills
• Good computer skills including Microsoft Word, Excel, Outlook and PowerPoint