Carrier Relations Project Coordinator (Remote)

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: >.

SUMMARY

Responsible for providing project support to the Carrier Relations team and maintaining the SharePoint database. This role will handle confidential and sensitive information with discretion in relation to the activities of the agency, producers, and staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Support the review and administration of the carrier requests workflow on SharePoint.

Process all new market requests on AlliantNet via the New Market Request Form, review new requests for completion and accuracy, and assign new markets to the appropriate Managing Director.

Upon approval of the new market, assign to the appropriate department for additional approvals, and once obtained, assign to the Helpdesk to add to the appropriate AMS.

Oversee and maintain the Carrier Approval Directory.

Assist with M&A book review and vetting of companies by locating ratings of unapproved markets on A&M Best, verifying if M&A carriers/companies are existing and approved Alliant markets, and executing Epic lookup of companies.

Support the Contract Review process by facilitating new or updated contract review between the Business, Carrier Relations, and Legal teams.

Process and track redlines on mutually agreed contract changes and finalize for execution.

Build and coordinate datasheets on SharePoint for various Carrier Relations needs, and rebrand datasheets specific to acquired companies and/or Leveraged Hires.

Maintain Producer Code tracking for new and existing office locations on SharePoint.

Maintain documentation of new and existing Carrier Relations procedures on SharePoint, and provide insight into workflow improvement, modifications, and updates.

Utilize Epic for client lookup to locate the appropriate Producer/Account Manager for email and mail correspondence received from Carriers

Utilize Epic for lookup on carriers to determine if they are an active Alliant market and, if so, the existing code in place.

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's degree or equivalent combination of education and experience

Two (2) or more years of related work experience

One (1) or more years of experience using SharePoint

SKILLS

Proficient in Microsoft Office products; intermediate in Excel, Word, and SharePoint

Excellent verbal and written communication skills

Strong problem-solving, planning, organizational, and prioritization skills

Advanced research skills

Exceptional ability to work within a team

Exceptional ability to multitask on multiple high-priority projects

Ability to be flexible, resourceful, and adaptive in an evolving organization

Ability to work under pressure and meet close deadlines

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