Account Manager, Construction

Alliant; Fresno (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Alliant in Fresno is seeking a skilled client service professional to support Producers and manage assigned accounts. The role includes soliciting new business on existing accounts, coordinating renewal strategies, and ensuring accurate exposure analyses for marketing.

The ideal candidate will have an Associate's degree, six or more years of experience, and a valid insurance license with ongoing CE compliance. Proficiency in Microsoft Office and strong communication skills are required.

Qualifications

• 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.

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.

Skills

Microsoft Office

Communication

Customer service

Teamwork

Problem solving

Education

Associate's degree

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.

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