Now Hiring - Alliant Insurance Services, Inc. - Professional Services Commercial Lines Certificate Coordinator in Dallas, TX

Full description of the position

Alliant Insurance Services is one of the nations 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: [please apply online] SUMMARY Responsible for reviewing Certificates of Insurance and corresponding endorsements on all contracted accounts, meeting the agency standard of twenty-four hour turn-around. ESSENTIAL DUTIES AND RESPONSIBILITIES * Works with Producer/Broker/Account Manager team to establish and maintain a satisfied client relationship; * Establishes and maintains a client portal in Alliant Connect for real time client access; * Receives and uploads insured contract requirements into the tracking system; * Reviews certificates submitted to the insured for approval; * Identifies deficiencies and possible insurance exposures for clients; * Communicates possible insurance issues with the production team including potential leads for new business; * Gathers and verifies information required for preparing certificates of insurance and corresponding endorsements; * Prepares certificates and endorsements in accordance with carrier policy and procedures; * Processes all completed certificates on a daily basis; * Attends client meetings where necessary; * Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); * Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE High school diploma or equivalent combination of education and experience Two (2) or more years related work experience Valid insurance license, or ability to obtain a license within 90 days of employment Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor SKILLS Good verbal and written communication skills Good customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite LI-AT1 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-[please apply online] and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.