Qureos Mentor

Alliant Insurance Services

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 advanced operational processing, including complex endorsements, detailed billing reconciliation, elevated inbox management, claims follow-up, reporting, and external policy tracking. This role supports continuous process improvement, helps maintain SOPs, and serves as a resource for Operations Specialist I. Works closely with licensed SES personnel and leadership to ensure accuracy, efficiency, and consistent service delivery.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Independently process complex property and insurance records in SES systems, including exception scenarios and non-standard workflows.
 
Review, validate, and correct work completed by Level 1 Specialists to ensure accuracy, completeness, and audit readiness.
 
Attach, index, and maintain supporting documentation in accordance with documentation standards and audit requirements.
 
Process complex endorsements involving special conditions and submit and track transactions through SES workflows, resolving routine operational questions directly.
 
Maintain external policy tracking for financial institution portfolios, ensuring accurate documentation, clear status reporting, and timely follow-up.
 
Execute advanced follow-ups for complex, incomplete, or non-standard policy documentation and escalate unresolved issues as needed.
 
Perform advanced billing reconciliation, including multi-system comparisons, GL coding validation, refund analysis, and discrepancy investigation.
 
Research recurring or systemic billing issues and coordinate with Accounting, Operations, or external vendors to resolve complex billing problems.
 
Serve as a primary point of contact for escalated calls and emails requiring advanced operational knowledge, providing clear process explanations within non-licensed scope.
 
Handle high-volume individual and shared inboxes, draft or refine non-template correspondence, ensure compliance with SLAs and communication standards, and provide guidance to Level 1 staff on professional communication and escalation practices.
 
Complete FNOL submissions for complex or time-sensitive losses, conduct proactive follow-ups with carriers or adjusters, manage loss-run requests, reconcile results with internal claim logs, and summarize findings for AEs or leadership.
 
Monitor team-level workflow queues, assign tasks to Operations Specialist I or offshore resources. Provide updates on queue status and risks, utilize Excel and internal systems for analysis and reporting. Assist with SOP and training material updates, support onboarding and mentoring staff, and participate in audits and special projects.
 
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
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
Three (3) or more years in insurance operations, trust administration, financial services, or customer service.
 
SKILLS
 
Strong verbal and written communication skills, including advanced email and phone professionalism.
 
Strong analytical, problem solving, and decision making abilities.
 
High attention to detail with the ability to review and validate others’ work.
 
Ability to manage multiple tasks, prioritize effectively, and support a fast-paced environment.
 
Demonstrated ability to mentor junior staff and contribute positively to team culture.
 
Proficiency with Microsoft Office Suite (Excel, Outlook, Word; PowerPoint preferred); experience using agency management or workflow systems preferred.
 
Ability to adapt quickly to process changes and contribute to continuous improvement.
 
#LI-JP1
 
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.

Operations Specialist II - SES #JP

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 administrative and transactional support to SES leadership and internal teams. Process insurance for Financial Institutions' trust-owned assets. This role focuses on accurate data entry, email and inbox management, phone support, claims intake, workflow queue handling, and organized communication support. All work is performed under the direction of senior team members or licensed personnel.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems. Ensure records are accurate, complete, and audit-ready in accordance with established workflows.
 
Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation.
 
Attach, index, and organize supporting documentation to ensure complete files and proper system records.
 
Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision.
 
Send pre-defined correspondence related to external policy follow-ups and renewals. Escalate exceptions or non-standard issues to senior staff.
 
Prepare and validate routine billing entries. Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope. Route complex items appropriately.
 
Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems.
 
Route non-standard or coverage-related questions to licensed or senior personnel.
 
Monitor assigned individual and shared Trust team inboxes. Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems.
 
Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures.
 
Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation.
 
Follow up on claim status with carriers or adjusters. Request loss runs using standard procedures and maintain accurate, up-to-date claim records.
 
Handle assigned workflow queues to meet service-level expectations. Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects.
 
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
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred
 
SKILLS
 
Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills.
 
Excellent interpersonal and customer service skills.
 
Strong attention to detail and accuracy.
 
Highly organized with the ability to prioritize multiple tasks.
 
Ability to work effectively within a team and foster a collaborative environment.
 
Demonstrated ability to adapt and remain effective in a dynamic, changing environment.
 
Proficient in Microsoft Office Suite (Outlook, Excel, Word).
 
#LI-JP1
 
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.

Operations Specialist I - SES

Join Alliant Insurance Services and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Alliant Insurance Services

About Company

Operations Specialist II - SES #JP

Operations Specialist II - SES #JP

Operations Specialist I - SES