ACCOUNT REPRESENTATIVE COMMERCIAL AGRICULTURE INSURANCE

Company: alliant_commercial_realty_services
Location: Lodi
Posted on: October 29, 2024

Job Description:

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States. SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing crop accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies. ESSENTIAL DUTIES AND RESPONSIBILITIES --- Interacts professionally with existing and prospective crop insurance clients; --- Assists in contacting client for renewal forms and reminds clients of premium balance due dates; --- Reviews policies, identifies deficiencies and assists clients to determine appropriate level of crop coverage; --- Manages renewal process including preparing renewal documents and estimates for each client/policy; --- Gathers information for crop forms including production statements and acreage verifications; --- Researches requests for information from the handbooks, policies and Underwriters; --- Composes correspondence to insured and/or Underwriters; --- Answers the phone and assists clients and adjusters effectively; --- Routes incoming mail and faxes; prepares outgoing mail; --- Reviews and explains the policy forms to clients; --- Keeps clients files (paper and electronic) and communication file logs current and orderly; --- Inspects documents for eligibility, accuracy and submits to carrier timely; --- Scans and attaches documents in the system; --- Logs and tracks policy status; --- Opens and tracks claims; --- Prints and verifies a variety of policy forms; --- Handles filing, which includes file set-up and maintenance; --- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); --- Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associates degree or equivalent combination of education and experience 2 - 4 years related office work experience; Valid California P&C insurance license or ability to obtain such license Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good problem solving and time management skills Good planning, organizational and prioritization skills Strong attention to detail with an ability to multi-task Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite 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 "SUBMIT RESUME" 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.

Keywords: alliant_commercial_realty_services, Castro Valley , ACCOUNT REPRESENTATIVE COMMERCIAL AGRICULTURE INSURANCE, Other , Lodi, California