Licensed Specialist

Summary

Responsible for providing a wide variety of support services locally to promote the company's product portfolio via the telephone, in‑person appointments and internet to support the Company's reputation of excellence and to increase company revenue.

• Consult and educate on one product line in person, over the phone and through e‑mail to identify customers’ needs in the Resident State
• Quote and educate customers on company products and services
• Ensure confidentiality and control access to sensitive information
• Update and maintain customer interactions and data by recording detailed notes in the CRM in accordance with policies and procedures
• Assist customers by enrolling in both on and off‑exchange policies
• Deliver sales presentations to educate, inform and provide solutions to potential customers
• Communicate with consumers regularly regarding product information, rate changes and key benefits
• Assist with special projects/assignments as requested by members of management

• High School Diploma
• Bachelor's Degree in marketing or a related field
• Two (2) or more years general insurance industry or related field (financial services, marketing, web‑based business, business‑to‑business customer service or call center) experience
• Accident/Life/Health Insurance licenses in Resident State upon hire or obtain within 30 days of date of hire

• Working knowledge of insurance services industries and specific current knowledge of product
• Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
• Skill in the use of time management and organization skills
• Skill in maintaining effective working relationships with all customers, employees and the general public
• Proficient computer skills (Microsoft Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)
• Ability to communicate effectively, both orally and in writing, in a constructive manner
• Ability to work independently, exercise independent judgment, make and execute decisions
• Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner
• Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations

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.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information or status as a protected veteran, in accordance with applicable federal, state and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to

For more information on Alliant Insurance Service's benefits, please visit