Account Manager Lead - Generalist

Alliant Insurance Services; Missouri; Remote; USD 80,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager Lead to oversee client relationships and ensure high satisfaction in a remote role. This position involves supporting business development efforts, managing renewals, and providing mentorship to staff. With a focus on excellent customer service and strong communication skills, you will play a key role in fostering client relationships and driving business success. If you are an experienced professional with a passion for the insurance industry and a knack for problem-solving, this opportunity is perfect for you.

Qualifications

• Bachelor's Degree required with 8+ years of related experience.
• Valid Insurance License required, must meet CE requirements.

Responsibilities

• Manage client relationships ensuring high satisfaction and retention.
• Support new business development and renewal processes.
• Provide mentoring and technical guidance to staff.

Skills

Verbal Communication

Written Communication

Planning Skills

Organizational Skills

Customer Service Skills

Leadership Skills

Problem Solving Skills

Time Management Skills

Teamwork

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

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Pay Range

This range is provided by Alliant Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $90,000.00/yr

Summary

Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting new business and other Producer-led 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 reviews contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Reviews client accounting history, responds to inquiries, corrects discrepancies, and contacts clients 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 communication;
• Notifies producer of pertinent client information;
• Meets with clients as needed or directed by Producer;
• Provides mentoring to staff to support immediate supervisor;
• Handles fee collection, reconciliation, and resolution of outstanding balances within 90 days;
• Ensures data standards and integrity in agency management system;
• Other duties as assigned.

Qualifications

Education / Experience

• Bachelor's Degree
• Eight (8) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License required
• Must 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 foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving, and time management skills
• Proficient in Microsoft Office Suite

Additional Information

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance