Account Manager Lead - Generalist

Alliant Insurance Services, Inc.; Illinois; Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Service Representative to manage relationships with clients and support business development efforts. This remote role involves fostering client satisfaction, analyzing insurance needs, and preparing proposals. The ideal candidate will have a Bachelor's Degree and at least eight years of experience in the insurance sector, along with excellent communication and leadership skills. Join a dynamic team where your contributions will have a meaningful impact on client retention and business growth, all while enjoying the flexibility of a remote work environment.

Qualifications

• 8+ years of related work experience in customer service and insurance.
• Valid Insurance License required and must meet Continuing Education requirements.

Responsibilities

• Manage relationships with clients to ensure satisfaction and retention.
• Support Producer in developing new business opportunities.
• Analyze exposures and prepare proposals for clients.

Skills

Verbal and written communication skills

Planning skills

Organizational skills

Teamwork

Customer service skills

Leadership skills

Problem-solving skills

Time management skills

Education

Bachelor's Degree

Job description

Tuesday, January 28, 2025

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

This is a remote role

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Fosters and manages overall relationship with clients ensuring retention of small to large market book of business and high satisfaction;
• 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;
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
• 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;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Notifies producer of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;
• Provides mentoring to staff to support immediate supervisor;
• 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

Eight (8) or more yearsrelated work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License required

Must continue to meet Continuing Education requirements for license renewal

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