Assistant Account Representative- Commercial Insurance

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 customer service and support to assist Producers and service team in supporting existing accounts. This position will be located in our PestSure office at 16000 Dallas Pkwy Suite 850, Dallas, TX 75248.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for all front-office duties, including reception lobby and all common areas of office.

Interfaces with Building Management, Parking, Staples, Pitney Bowes, Xerox, Iron Mountain, Coffee, and HVAC vendors. Acts as liaison between local office and Alliant departments such as Facilities, IT, Helpdesk, etc.

Maintains local office SharePoint page, Outlook Team Calendar, and office folders on Shared Drive.

Answers incoming calls to PestSure 888 number and routes callers as needed.

Assists service team with assembly of marketing materials, proposals, and presentations for prospects and clients.

Prepares loss runs as directed.

Assists with client insurance certificates, including State Structural Board certificates, (print, envelope, stamp, mail) as needed.

Provides office support in the absence of office management staff, and provides additional support to executive leadership.

Assists in preparing slides for recurring internal team meetings.

Assists with logistics of all meetings including providing support to host as needed, checking conference room lighting, confirming conference room equipment is functioning, welcoming guests, and offering beverages and seating.

Acts as primary emergency Floor Warden by maintaining emergency contact information on AlliantNet, helping to identify and communicate to office emergency volunteers, and attending annual building management emergency training.

Actively participates and supports committees related to employee engagement, D&I, and philanthropy.

Provides word processing assistance as required.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Includes invoicing and applications, as necessary.

Updates Program Spreadsheets post renewal.

Distributes monthly invoices.

Prepares Renewal Questionnaires to be updated by clients 120 days in advance.

Maintenance of PestSure inbox to file and distribute endorsements, policies and experience modifiers from fronting carrier.

Responsible for tracking receipt of policies from carriers in policy tracking document. Send policies to RSP for review and final delivery to insureds.

Send WC Posting Notices to applicable insureds annually, if required.

Preparation of Auto Accident Packets and distribution to clients at renewal.

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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