Account Manager - Commercial Lines

Alliant; San Marcos (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services Inc. in California seeks an experienced professional to provide customer service and overall service for assigned clients and policies.

You will support Producer-led new business efforts, manage renewals, and coordinate marketing and proposals to ensure competitive coverage. The role requires strong communication, leadership, and teamwork to maintain client satisfaction, resolve inquiries, and assist with claims as needed.

Qualifications

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

Responsibilities

• Provides customer service and overall service of assigned customers and/or policies.
• 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 specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Binds insurance coverage and prepares binders and/ or certificates issuance.
• Reviews policies for accuracy and reviews contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Participates in the claims process as directed by management, including claim submission and follow-up.
• 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.

Skills

MS Office

Verbal and written communication

Customer service

Leadership

Teamwork

Education

Associate's Degree or equivalent

Six+ years related experience

Valid Insurance License

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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