Alliant Insurance Services

Support and promote insurance products by recruiting, training, and assisting agents to increase company revenue and maintain compliance. | Bachelor's degree, 3+ years insurance or related experience, Life/Health Insurance license, strong communication and marketing skills. | Alliant Insurance is hiring an Insurance Wholesaler (internally called: Internal Marketing Consultant) for our ASA Group office based out of AR! https://theasagroup.com/ POSITION HIGHLIGHTS - This position involves recruiting new business and wholesaling annuities across multiple carriers, leveraging extensive product knowledge to support brokers and drive distribution Remote, W2 & Benefits eligible role Compensation is a combination of base salary + commission SUMMARY Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES Agent Support Functions: Promote the company’s product portfolio by being proficient in product area assignments and familiar with all company products and services. Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products; Recruit, train, service, and assist agents to enable agents to produce at highest level possible; Assist agents with issues, including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email; Communicate with agents regularly regarding product information, rate changes and key agent benefits; Monitor compliance with program reporting rules and sales requirements; Provide technical support training, sales and marketing coaching; Identify and cultivate top producers; Identify problem agents; Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.). Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships. Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place. Department Support Functions: Update and maintain Contact Management System information in accordance with policies and procedures; Manage Team Roster; Update and maintain task list. Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools. Special Projects: Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management. Performs other duties as assigned by management. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in marketing or a related field High School Diploma or GED Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience Life/Health Insurance license SKILLS Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer. Knowledge of the general industry procedures, practices and terminology. Skill in working effectively with inbound and outbound callers/customers. Ability to approach and communicate with a wide range of personalities in a professional and courteous manner. Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame. #LI-MH1

Oversee project pipeline, coordinate activities, report on KPIs, manage client relationships, and optimize project performance in employee benefits practice group. | Bachelor's degree or equivalent, 10+ years project management experience, PMP certification, valid insurance license, strong communication and customer service skills. | At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. Summary Responsible for overseeing overall project pipeline, coordinating activities and reporting on success metrics for their regional office. Influences optimization of performance across project platforms to achieve the highest organizational value. Ensures appropriate communication, project support, resources and delivery to meet stakeholder expectations. Essential Duties And Responsibilities Provides overarching coordination of multiple projections competing for limited resources; integrating activities with other project managers as needed. Identifies and addresses capacity issues; adjusting schedules and expectations as needed. Coordinates timing of communications to staff on all aspects of client services, training and roll out of initiatives. Provides routine reporting on KPIs for all practice areas, programs and products within the Employee Benefits practice group. Partners with internal resources to ensure project-related activities are carried out in accordance with requirements, specifications, schedules, and budgets. Ensures open lines of right-sized communication across cross-functional stakeholders regarding key projects and initiatives to support integrated efficiency and leveragability where possible. Provides consistent project communication comprised of status, key decisions, escalations, risks to schedule and deliverables, and roadblocks on a regular rhythm and format. Tracks project performance, specifically to analyze the successful completion of short term and long term goals. Oversees optimization of performance across project platforms to achieve the best functional value. As needed, creates and manages project implementation plans, which includes but is not limited to, deliverables and milestones. Creates project controls such as action item lists, risk logs, issues logs, change control and decision logs. Acts as point person for project level communications that will keep sponsors, stakeholders, business partners, and team leads informed on matters including, progress to plan, key milestones, integration efforts/needs across the program and/or project, risks, issues, etc. Seeks opportunities to implement process improvements within the department. Translates the vision and requests of functional leadership with accuracy to vendors. Evaluates and provides input and direction in the vendor selection process to support projects and initiatives. Coaches, mentors, and motivates staff in order to meet operational project and departmental goals. Manages all client-required services and maintains client relationships. Acts as the lead representative to an assigned book-of-business. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned. Qualifications Bachelor's Degree equivalent combination of education and experience Ten (10) or more years experience working in a project management capacity Portfolio Management Professional (PMP) Valid Insurance License Skills Excellent verbal and written communication skills Good customer service skills, including telephone and listening skills Excellent problem solving and time management skills including the ability to work independently Ability to work within team and to foster teamwork Ability to prioritize work for multiple projects, deadlines and owners 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 “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.

Manage insurance policies and client relationships, prepare quotes and proposals, and support new business efforts including renewals and claims processes. | Bachelor's degree, 4+ years insurance-related experience, valid insurance license, strong communication and organizational skills. | At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or coverages with carriers; Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s); Manages renewal process for expiring policies; Prepares presentations and/or proposals for clients; May participate in client meetings to review coverage; Researches requests for information from Underwriters; Composes correspondence to insureds and/or Underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor; Binds insurance coverage and prepares binders; Prepares certificate templates; Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer; Participates in the claims process as necessary; Notifies Brokers and Producers of pertinent information related to client retention; Collection 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); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor’s degree or equivalent combination of education and experience Four (4) 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 Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Excellent organization skills with effective time management skills Strong analytical skills Advanced planning and prioritization skills Strong attention to detail Good problem solving skills Ability to work within a team and to foster teamwork Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency Proficient in Microsoft Office Suite #LI-REMOTE #LI-LM1 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.

Administer, maintain, and support enterprise financial applications ensuring system reliability, security, and compliance while providing user support and managing vendor relationships. | Requires 3+ years IT support or system administration experience, 2+ years in insurance or financial industry, proficiency with financial systems, cloud platforms, and strong communication and problem-solving skills. | 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 day-to-day administration, configuration and support of current enterprise applications, including financial applications, databases and integrations. Responsible for managing and maintaining system reliability, integrity, and compliance within the organization standards. ESSENTIAL DUTIES AND RESPONSIBILITIES Administers, maintains, and supports the company's enterprise applications, ensuring smooth operation and data integrity. Performs routine system checks, updates, and backups to maintain system integrity and performance. Installs, configures, upgrades, and maintains enterprise applications. Assists senior members in applying systems upgrades, patches, maintenance and enhancements. Manages user access, security, and permissions within the enterprise applications. Monitors system performance, analyze trends, system load, and identifies areas for improvement. Supports and assists with system testing following patching and upgrades, including business continuity testing. Logs, tracks and documents support escalations and resolutions within Service Now. Provides training and support on system functionality to the end users and internal support team as part of releases. Maintains accurate and up-to-date documentation of the business applications systems and process from an IT perspective. Builds a relationship with the third-party vendors to resolve complex issues quickly and effectively. Assesses risks or changes affecting the systems, identify and communicate appropriate actions to manage change. Ensures that security and integrity of the financial data and systems meet the appropriate controls and follow the proper procedures to mitigate risks. Assists with data migration and testing. Understands and assists in data management and accuracy. Supports audit requirements and implementations of the requirements. Assists with audit reviews and implementation of recommendations. Participates in on-call rotations for after-hours support as well as handles occasional night/weekend work outages or upgrades. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in computer science, information technology, or related field or associates degree and relevant certifications and experience. Three (3) or more years related work experience with IT support, system administrator or application specific administration. Proficiency in different applications like financial systems, cloud platforms, monitoring and scripting Two (2) or more years Insurance industry or Financial Industry experience SKILLS Good verbal and written communication skills Excellent customer service skills, including telephone and listening skills Ability to work within a fast paced team and to foster teamwork Good planning, organizational and prioritization skills Exceptional analytical and problem-solving skills with the ability to resolve complex and critical issues Strong ability to manage multiple projects simultaneously and adapt to rapidly changing priorities In-depth knowledge of Microsoft Office products, and troubleshooting skills #LI-CP1 #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.

Manage client relationships, develop new business, handle policy renewals, review and bind insurance coverage, mentor staff, and support claims and accounting processes. | Bachelor's degree, 5+ years of Private Client/High Net Worth insurance experience, valid Property & Casualty Insurance License, proficiency in Microsoft Office, and strong communication and organizational skills. | 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 and overall service of assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities. Provides mentoring to staff to support the immediate supervisor. • This position is fully remote. Preferred location in Florida or in EST/CST time zones. Essential Duties And Responsibilities • Foster and manage overall relationships with clients, ensuring retention of business and high satisfaction; • Develop new business opportunities for existing clients and prospects; • Initiate renewal process for existing clients, and discuss and create renewal strategy; • Analyze and compare current exposures and develop renewal or new business specifications for marketing; • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy; • Independently review policy and determine appropriate coverage; identify possible deficiencies; • Review and summarize marketing results and prepare proposals; • Finalize proposals and presentations; • Bind insurance coverage and prepare binders and/or delegate certificates issuance; • Review policies for accuracy and review contracts; • Prepare summaries and/or schedules of coverage for clients; • Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections; • Provide technical guidance to staff assisting with client needs or procedural issues; • Participate in the claims process as directed by management; • Notify Producer of pertinent information related to client retention; • Provide mentoring to staff to support the immediate supervisor; • Collect fees, and reconcile and resolve any outstanding balances within 90 days of the invoicing date; • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information); • Other duties as assigned. Qualifications EDUCATION / EXPERIENCE Associate's Degree, required Bachelor's Degree, required Five (5) or more years of Private Client/High Net Worth insurance experience, required Experience In EPIC, Preferred Valid Property & Casualty Insurance License, required Skills Proficient in Microsoft Office Suite Knowledge of wide array of private client customizable coverages Excellent verbal and written communication skills Good problem solving and time management skills Good planning, organizational and prioritization skills Strong interpersonal skills Ability to build trust and de-escalate concerns Ability to work within a team and foster teamwork Ability to maintain confidentiality 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.