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 supporting the sales/new business paperwork process to include assistance and analysis in running carrier proposal models, handling pre-application and application paperwork process as well as policy check and delivery for prospective clients who purchase life insurance, disability, and long term care insurance. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Interacts with clients to respond to inquiries concerning service accounts;
• Assists with set up of new business transactions in Sales Force and New Business Shared Drive Files;
• Responsible for the preparation, organization and distribution of application paperwork to prospective clients for life, disability and long term care insurance transactions;
• Tracks application paperwork to and from prospective clients and works with producers to ensure all information is obtained for submission to the insurance carrier or general agency for processing;
• Responsible for running carrier models to reflect insurance offer and carrier pricing;
• Reviews policies for accuracy and works with producer on how policy should be distributed to client;
• Maintains accurate and current database of fillable carrier applications which complies with agency management system/data integrity standards (enters and maintains complete and accurate information)
• Other various administrative duties as assigned relating to existing clients and/or existing policy review and analysis.

QUALIFICATIONS EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience  2+ years related work experience in life insurance/new business preferred 3-4 years of general administrative office experience Valid insurance license or must be obtained within 120 days Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills Excellent problem solving and time management skills Good attention to detail Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines 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.