Account Manager - Commercial Lines

Alliant Insurance Services; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Alliant Insurance Services in San Diego, CA is seeking an experienced account support professional to partner with Producers in managing client relationships and renewals. You will analyze exposures, prepare proposals, and support marketing efforts to secure new and renewal business for assigned accounts.

The role requires a Bachelor's degree-equivalent with six-plus years of experience and a valid insurance license, plus ongoing CE compliance.

Qualifications

• Associate's degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License; must maintain CE requirements for license renewal.
• Proficient in Microsoft Office Suite and related software.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses renewal strategy with Producer.
• Analyzes and compares exposures and develops renewal or new business specs for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness.
• Prepares proposals and presentations in coordination with Producer.
• Binds insurance coverage and issues binders or certificates.
• Reviews policies for accuracy and supports client accounting inquiries.
• Participates in the claims process as directed by management.
• Provides technical guidance to staff andNotifies brokers of client retention information.
• Meets with clients as needed; handles fee collection and balances within 90 days.

Skills

MS Office

Communication

Customer service

Leadership

Teamwork

Time management

Education

Associate's Degree or equivalent

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

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