Account Manager Lead - Generalist

Alliant Insurance Services; Town of Texas, Houston (WI, TX); Remote; USD 80,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Account Manager Lead to provide exceptional customer service and manage client accounts. In this remote role, you will be responsible for nurturing client relationships, developing new business opportunities, and mentoring team members. Your expertise will ensure client satisfaction and retention while you navigate the complexities of insurance policies and marketing strategies. Join a forward-thinking company that values teamwork and leadership, where your contributions will make a significant impact on the success of the organization.

Qualifications

• Bachelor's degree required with 8+ years of experience in related fields.
• Valid Insurance License is mandatory, with CE requirements.

Responsibilities

• Manage client relationships for retention and satisfaction.
• Support new business development and renewal processes.
• Provide technical guidance and mentor staff.

Skills

Excellent communication skills

Strong planning skills

Organizational skills

Prioritization skills

Teamwork abilities

Leadership abilities

Customer service excellence

Problem solving skills

Time management skills

Proficiency in Microsoft Office Suite

Education

Bachelor's Degree

8+ years of related work experience

Valid Insurance License

Job description

Account Manager Lead - Generalist

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

Req #2978

Date Posted: Tuesday, January 28, 2025

Summary

Responsible for providing customer service and managing assigned customer accounts and policies, supporting new business efforts, and mentoring staff to support the supervisor. This is a remote role.

Essential Duties and Responsibilities

1. Manage relationships with clients to ensure retention and high satisfaction;
2. Support in developing new business opportunities;
3. Initiate renewal processes and develop renewal strategies;
4. Analyze exposures and develop marketing specifications;
5. Conduct marketing, negotiate rates, and review quotes and coverages;
6. Review policies for accuracy and coverage adequacy;
7. Prepare proposals, summaries, and schedules of coverage;
8. Review client accounting, respond to inquiries, and manage receivables;
9. Provide technical guidance to staff;
10. Participate in the claims process as directed;
11. Notify producers of pertinent client information;
12. Meet with clients as needed;
13. Mentor staff and support the supervisor;
14. Handle fee collection and resolve outstanding balances;
15. Maintain data integrity within the agency management system;
16. Perform other duties as assigned.

Qualifications

Education / Experience

• Bachelor's Degree
• 8+ years of related work experience
• Valid Insurance License (must meet Continuing Education requirements)

Skills

• Excellent communication skills
• Strong planning, organizational, and prioritization skills
• Teamwork and leadership abilities
• Customer service excellence
• Problem solving and time management skills
• Proficiency in Microsoft Office Suite

Additional Details

• Salary Range: $80,000 - $90,000

Apply Now