Account Manager Lead - Commercial Lines

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services seeks a seasoned professional to provide exceptional service to assigned clients and policies, driving renewals and supporting producer-led new business efforts.

The role emphasizes client relationship management, renewal strategy coordination, and accurate marketing of exposures, with opportunities to mentor staff and contribute to service excellence.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Eight (8) or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Valid Insurance License

Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction.
• 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 and accuracy.
• Reviews policies for accuracy and summaries coverage for clients.
• Prepares summaries and schedules of coverage for clients.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.

Skills

Verbal communication

Written communication

Organizational skills

Teamwork

Customer service

Microsoft Office

Education

Bachelor's degree or equivalent

8+ years related experience

Continuing Education for license

Valid Insurance License

Tools

Microsoft Office Suite

Job description

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 of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
• 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;
• Independently reviews policy and determines appropriate coverage; identifies possible discrepancies;
• 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

• Bachelor's Degree or equivalent combination of education and experience
• Eight (8) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License

SKILLS

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Proficient in Microsoft Office Suite

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 based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits