Account Manager Lead - Generalist

Alliant Insurance Services; Saint Louis Park (MN); Remote; USD 80,000 - 90,000; Full time

Job summary

An established industry player is seeking an Account Manager Lead to oversee customer service and manage large market accounts. This remote role involves fostering client relationships, supporting business development, and mentoring staff. The ideal candidate will have a Bachelor's Degree and extensive experience in account management. Join a dynamic team where your leadership and customer service skills will be valued, and help shape the future of client engagement in the insurance sector.

Qualifications

• 8+ years of related work experience in account management.
• Valid Insurance License required with Continuing Education.

Responsibilities

• Manage client relationships and ensure high satisfaction.
• Support Producers in developing new business opportunities.
• Mentor staff to support the immediate supervisor.

Skills

Verbal Communication

Written Communication

Organizational Skills

Customer Service

Leadership Skills

Problem-Solving

Time Management

Microsoft Office Suite

Education

Bachelor's Degree

Job description

Account Manager Lead - Generalist

Location: Florida, USA; Illinois, USA; Minnesota, USA; Missouri, USA; North Carolina, USA; Texas, USA; Virtual

Req #2978

Tuesday, January 28, 2025

Summary

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

This is a remote role.

Essential Duties and Responsibilities

1. Foster and manage relationships with clients to ensure retention and high satisfaction across small to large market portfolios.
2. Support Producers in developing new business opportunities with existing clients and prospects.
3. Initiate renewal processes for existing clients and develop renewal strategies with Producers.
4. Analyze exposures and develop renewal or new business specifications for marketing.
5. Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
6. Review policies for appropriateness, identify deficiencies, and prepare proposals.
7. Finalize proposals and presentations in coordination with Producers.
8. Bind insurance coverage, prepare binders, and issue delegate certificates.
9. Review policies and contracts for accuracy.
10. Prepare coverage summaries or schedules for clients.
11. Review client accounting histories, respond to inquiries, correct discrepancies, and follow up on receivables.
12. Provide technical guidance to staff assisting with client needs or procedural issues.
13. Participate in the claims process as directed, including submission, follow-up, and communication.
14. Notify Producers of pertinent client retention information.
15. Meet with clients as needed or directed by Producers.
16. Mentor staff to support the immediate supervisor.
17. Manage fee collection, reconciliation, and resolve outstanding balances within 90 days of invoicing.
18. Ensure data accuracy and integrity within the agency management system.
19. Perform other duties as assigned.

Qualifications

Education and Experience

• Bachelor's Degree
• Eight (8) or more years of 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
• Strong leadership, problem-solving, and time management skills
• Proficient in Microsoft Office Suite

Compensation

• Pay Type: Salary
• Minimum Salary: $80,000.00
• Maximum Salary: $90,000.00

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