Account Manager - P&C Healthcare Insurance

Alliant Insurance Services; St. Louis (MO); Presencial; USD 60.000 - 80.000; Jornada completa

Descripción de la vacante

Alliant Insurance Services is seeking a customer-focused professional to support producers, manage renewals, and assist with new business for client accounts. You will analyze exposures, prepare proposals, and ensure accurate policy details for clients.

The role requires an active insurance license, a minimum of six years in related work, and strong communication skills. On-site work in St. Louis, MO is expected.

Formación

• Associates degree or equivalent combination of education and experience.
• Six or more years related work experience in insurance or service.
• Valid insurance license and ongoing CE requirements.
• Encouraged to complete Career Path requirements as directed by supervisor.

Responsabilidades

• Support Producer in developing new business opportunities for existing clients and prospects.
• Initiate renewal process for existing clients and discuss renewal strategy with Producer.
• Analyze exposures and develop renewal or new business specs for marketing.
• Marketing, negotiate rates, review quotes and coverages for competitiveness.
• Prepare proposals, bind coverage, and issue certificates as needed.
• Review policies for accuracy and create summaries of coverage for clients.

Conocimientos

Customer service

Microsoft Office

Verbal & written comms

Team leadership

Time management

Educación

Associate degree or equivalent

Six+ years related work experience

Valid insurance license

Descripción del empleo

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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;
• 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

• Associates degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

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