Account Manager - Employee Benefits

Alliant Insurance Services, Inc.; Tennessee; Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Alliant Insurance Services, Inc. seeks an experienced client services professional to manage assigned accounts and support Producer-led new business efforts.

You will handle renewals, coverage analyses, and proposals to ensure competitiveness and accuracy. You will also prepare binders, certificates, and client communications, assist with billing inquiries, and help coordinate with carriers and internal teams to deliver excellent service.

Formación

• Associates degree or equivalent education required.
• Six or more years of related insurance industry experience.
• Valid insurance license and ongoing CE requirements.
• Ability to prepare renewal proposals and client communications.

Responsabilidades

• 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 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 inquiries, and coordinates receivables collections.

Conocimientos

Customer service

Verbal communication

Written communication

Teamwork

Time management

Educación

Associates degree or equivalent

Six+ years related work experience

Herramientas

Microsoft Office Suite

Descripción del empleo

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

Associates 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

Encouraged to complete Career Path requirements as communicated by supervisor

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