Account Manager: Client Success & Renewals

Alliant Insurance Services; Gold River (CA); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Alliant Insurance Services is seeking a service-focused professional to support Producers by servicing existing accounts and soliciting new business. The role includes handling renewals, preparing proposals, and coordinating with carriers to obtain quotes.

Strong communication, customer service, and organization skills are essential, with a valid license and CE requirements. In-office presence is required, with hybrid scheduling options where applicable.

Qualifications

• Associate's Degree or equivalent and 4+ years related experience.
• Valid Insurance License and ongoing CE requirements.
• Strong communication and customer service skills.
• Proficient in Microsoft Office Suite and typing 30–35 wpm.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers.
• Manage renewal process for expiring policies.
• Support producers by servicing existing accounts and soliciting new business.
• Prepare presentations and proposals for clients.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

MS Office proficiency

Typing 30-35 wpm

Education

Associate's Degree or equivalent

4+ years related experience

Insurance License

Continuing Education requirements

Tools

None

Job description

Alliant Insurance Services is seeking a service-focused professional to support Producers by servicing existing accounts and soliciting new business. The role includes handling renewals, preparing proposals, and coordinating with carriers to obtain quotes.

Strong communication, customer service, and organization skills are essential, with a valid license and CE requirements. In-office presence is required, with hybrid scheduling options where applicable.