Account Manager - Client Solutions

Alliant; Northern (KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Alliant cares for clients by delivering comprehensive service for assigned policyholders and supporting Producer-led growth. You will help craft renewal strategies, analyze exposures, and manage NASC enrollment processes with accuracy and teamwork.

Role requires a license, CE compliance, and strong MS Office skills, with limited travel to engage key clients and participate in benefit fairs as needed.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License and ongoing CE requirements.

Responsibilities

• Provide customer service and overall service for assigned customers and policies.
• Support Producer teams in developing new business opportunities for existing clients.
• Discuss renewal strategy with Producers for NASC products.
• Analyze exposures and prepare renewal or new business specifications.
• Conduct marketing, negotiate rates, review quotes and coverages.
• Review marketing results and prepare proposals.
• Finalize proposals and presentations with Producers.
• Onboard new clients for NASC enrollment services.
• Travel minimal to meet high-profile clients and represent NASC at events.
• Provide technical guidance to staff and ensure data integrity.

Skills

Leadership

Problem solving

Time management

Customer service

Telephone skills

Verbal communication

Written communication

Teamwork

Microsoft Office

Education

Associate's Degree or equivalent

Six (6) or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

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 teams in developing new business opportunities for existing clients and prospects interested in the NASC.
• Discusses and creates renewal strategy with Producer for continuing NASC products.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
• 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.
• Manages the complexity of onboarding new clients for the NASC enrollment services team.
• Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
• 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.
• Complies with agency management system data standards and data integrity (enters and maintainscomplete and accurate information).
• Other duties as assigned.
• 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

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

SKILLS

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

#LI-CP1

#LI-REMOTE