Job Description
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: www.alliant.com.
SUMMARY
Responsible for managing current captive portfolio accounts and coordination of mid-term account service needs. Coordinates actuarial reviews, financial updates, audits, annual board meetings, and coordinating with captive manager. This role will also include providing assistance with new captive accounts and overall support of captive team business efforts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Services large book of Captive business;
- Manages renewal process for expiring policies;
- Coordinates with carriers to ensure policies, reinsurance agreements, and collateral funding documentation are issued in a timely manner;
- Reviews policies, reinsurance agreements, and collateral funding documentation for accuracy, identifies deficiencies and may make recommendations regarding coverage(s)/limit(s);
- May participate in client meetings to review coverage;
- Researches requests for information from Actuaries, Underwriters, and Captive Managers;
- Discusses and assists in setting renewal and/or new business implementation strategy with Producer or Supervisor;
- Coordinates with Captive Team, Captive Manager, and Client to collect captive implementation data per domiciliary state requirements;
- Composes correspondence to insureds and/or Actuaries, Underwriters, and Captive Managers;
- Manages and maintains calendars associated with Captive Board Meetings;
- Fosters and manages overall relationship with clients and brokerage teams ensuring retention of large market book of business and high satisfaction in coordination with Producer;
- Notifies Brokers and Producers of pertinent information related to client retention;
- Invoices of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid Insurance License
SKILLS
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
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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.
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.
For more information on Alliant Insurance Service's benefits, click here.
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