Account Manager

Alliant Insurance Services; Lodi (CA); Vor Ort; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Competitive benefits package

Zusammenfassung

Alliant Insurance Services seeks a seasoned client services professional to support producers, manage renewals, and market new business for current clients. You will analyze exposures, prepare proposals, and ensure accurate coverage for insureds.

Responsibilities include binding coverage, coordinating with producers, and maintaining client accounting. A strong focus on service, communication, and teamwork is essential in a fast-paced brokerage environment.

Qualifikationen

• Associate's degree or equivalent required.
• Minimum 6+ years related work experience.
• Valid Insurance License required and ongoing CE required.

Aufgaben

• Supports Producers in developing new business opportunities for existing clients and prospects.
• Initiates renewals and discusses renewal strategy with Producers.
• Markets and reviews quotes for competitiveness and accuracy; prepares proposals and binders.

Kenntnisse

Microsoft Office Suite

Verbal communication

Written communication

Customer service

Leadership

Teamwork

Ausbildung

Associate's Degree or equivalent

Valid Insurance License

Continuing Education requirements

Jobbeschreibung

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, 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 Degree or 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

Benefits

• 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.

Equal Opportunity

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 [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits