Account Manager- P&C Real Estate Insurance

Alliant Insurance Services; United States; Remoto; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Alliant is seeking a seasoned client service professional to support and grow relationships with existing accounts. You will assist producers with developing new business opportunities, manage renewal processes, and help prepare competitive proposals.

The role emphasizes accurate policy reviews, binding coverage, and collaboration with teams to ensure timely communication with clients and brokers. An insurance license and CE obligations apply.

Competenze

• Associates degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid insurance license and ongoing CE requirements.

Mansioni

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or certificates.

Conoscenze

Verbal communication

Written communication

Customer service

Leadership

Time management

Teamwork

Formazione

Associates degree or equivalent combination of education and experience

Six or more years related work experience

Valid insurance license

Continuing Education requirements for license renewal

Strumenti

Microsoft Office Suite

Descrizione del lavoro

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 skill

Good leadership, problem solving and time management skills

Ability to work within a team and to foster teamwork