Account Manager, Construction

Alliant Insurance Services; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking a qualified professional to provide customer service and overall service for assigned clients and policies, support producer-led new business efforts, and manage renewal processes within PST business hours.

Responsibilities include developing new business opportunities, issuing binders and certificates, reviewing and summarizing marketing results, and coordinating with producers to finalize proposals.

Qualifications

• Associate's degree or equivalent plus related experience.
• Active insurance license and ongoing CE requirements.
• Strong Microsoft Office skills and client service orientation.

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 exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness.
• Reviews proposals and binds insurance coverage; prepares binders and certificates.
• Reviews client accounting history and responds to inquiries; follows receivables.
• Participates in the claims process as directed by management.
• Provides guidance to staff and notifies brokers of client information.

Skills

Microsoft Office Suite

Verbal and written communication

Customer service

Leadership

Team collaboration

Education

Associate's Degree or equivalent

Six years related experience

Insurance license

Continuing Education 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. This role requires the ability to work PST business hours.

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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