Service Associate - Private Client

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 providing customer service, clerical and Epic support to the team.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates documents in Epic for policy changes.
• Notifies carriers of policy changes.
• Orders and prepares loss runs and motor vehicle reports.
• Pulls policy declaration pages as needed.
• Creates Insurance certificates.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma or equivalent combination of education and experience
Zero (0) or more years of related work experience required
SKILLS
Good verbal and written communication skills
Good customer service skills and listening skills
Good organizational and time management skills
Ability to work within a team and to foster teamwork
Ability and motivation to work independently
#LI-PT1
#LI-REMOTE
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.