Job DescriptionClient Sales & Service Specialist
Arizona, USA * California, USA * Florida, USA * Illinois, USA * Nevada, USA * Ohio, USA * Oregon, USA * Pennsylvania, USA * Texas, USA * Utah, USA * Washington, USA * Virtual
Req #1641
Wednesday, February 21, 2024
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 driving sales and facilitating delivery of effective customer service by developing industry knowledge, complying with department processes and procedures, answering and placing calls to agents and others as needed and resolving inquiries to achieve established quality and productivity standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Manages brokered accounts by interacting with various sales outlets and facilitates application process and policy issuance.
* Provides timely and accurate customer service by answering inbound calls from assigned queues, researching issues, clarifying and resolving customer inquiries, and recording notes in customer accounts.
* Resolves customer issues by answering questions and escalating calls as required to ensure customer satisfaction and effectiveness of service.
* Ensures insurance policy alignment with key stakeholder needs by utilizing independent judgment to accurately place coverage based on individual clients' risk exposure.
* Advises new associates by answering questions ensuring adherence to established guidelines, and provides support and assistance as required to contribute to achievement of customer service objectives.
* Supports the achievement of productivity standards by managing communications with multiple key stakeholders and processes related activities arising from incoming requests to meet business needs and achieve service level expectations.
* Attends industry events and promotion of CAU and its products nationally.
* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
* Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Two (2) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent attention to detail
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Ability to work as a team player in a dynamic and changing environment
#LI-KG1
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 Now" button.
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.
For more information on Alliant Insurance Service's benefits, click .
Other details
Pay Type
Salary
Min Hiring Rate
$46,000.00
Max Hiring Rate
$65,000.00
Arizona, USA
California, USA
Florida, USA
Illinois, USA
Nevada, USA
Ohio, USA
Oregon, USA
Pennsylvania, USA
Texas, USA
Utah, USA
Washington, USA
Virtual
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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.