Account Manager

Alliant; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Alliant in Houston, TX is seeking an experienced insurance professional to manage service for assigned clients and support producer-led new business efforts.

You will handle renewal processes, analyze exposures, negotiate quotes, and prepare proposals while coordinating with producers and staff to ensure accurate coverage and top-tier client service.

This role requires strong communication, organization, and problem-solving skills, plus a valid license and commitment to ongoing CE.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License.
• Continuing Education requirements for license renewal.

Responsibilities

• Support Producer in developing new business opportunities for existing clients.
• Initiate renewal process and assist with renewal strategy.
• Analyze exposures and prepare renewal or new business specifications.
• Conduct marketing, negotiate rates, review quotes and coverage.
• Bind insurance coverage and prepare binders or certificates.
• Assist with client accounting inquiries and collections.
• Participate in the claims process as directed by management.

Skills

Communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's Degree or equivalent

Six+ years related work experience

Valid Insurance License

Continuing Education requirements

Job description

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

• Supports Producer in developing new business opportunities for existing clients and prospects;
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
• Reviews and summarizes marketing results and prepares proposals;
• Finalizes proposals and presentations in coordination with Producer;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Reviews policies for accuracy and review contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Notifies brokers of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;
• 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

• Associate's Degreeor equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork