Account Manager- Construction Services Group

Alliant Insurance Services; Pennsylvania; Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Competitive financial package

Comprehensive employee programs

Zusammenfassung

Alliant Insurance Services is looking for a dedicated professional to provide customer service and support for assigned clients and their policies. The successful candidate will have at least six years of related experience and a Valid Insurance License. You will be responsible for customer interaction, business development, and managing renewals while ensuring excellent service quality. Join a company that values teamwork and innovative approaches in the insurance industry.

Qualifikationen

• Six or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.

Aufgaben

• Provide customer service and support for assigned customers and policies.
• Develop new business opportunities for existing clients.
• Initiate renewal process and create renewal strategies.
• Conduct marketing and negotiate rates for insurance coverage.
• Participate in the claims process and provide technical guidance.

Kenntnisse

Microsoft Office Suite

Verbal communication

Written communication

Customer service

Leadership

Problem-solving

Time management

Teamwork

Ausbildung

Associate's Degree

Valid Insurance License

Jobbeschreibung

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

Summary

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts and supporting 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 reviews 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.
• Collects fees, reconciles and resolves 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 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.

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.

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.