Account Manager - Personal Lines Insurance

Alliant Insurance Services; Arizona; Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Alliant Insurance Services seeks a client-focused service professional to manage assigned accounts and support producer-led new business efforts. You will handle service requests, prepare proposals, bind coverage coordination, and maintain strong client relationships.

The role emphasizes thorough policy administration, accurate documentation, and collaboration with carriers and colleagues to ensure high retention and client satisfaction across personal lines insurance products.

Qualificações

• Bachelor's degree or equivalent combination of education and experience.
• Four or more years related work experience in the insurance field.
• Valid Insurance License and ongoing CE requirements.
• Commitment to license renewal and professional development.

Responsabilidades

• Identifies client needs through analysis of exposure and risk.
• Develops program design to meet prospect and client needs.
• Prepares and submits marketing submissions for new and renewal business.
• Prepares summaries and proposals for clients and carriers.
• Coordinates binding of coverage with carriers; issues binders and certificates.
• Ensures accuracy of policies and endorsements; processes changes as needed.
• Maintains client relationships to support high retention.
• Manages renewals and accounts administration; assists with fee collections if applicable.
• Completes applications, obtains quotes, and prepares proposals and presentations.
• Provides claims assistance and client service to assigned accounts.

Conhecimentos

Verbal communication

Written communication

Customer service

Organization

Time management

Planning & prioritization

Problem solving

Analytical skills

Teamwork

Relationship management

Personal lines knowledge

MS Office

Formação académica

Bachelor's Degree or equivalent

Insurance License

Ferramentas

MS Office

Descrição da oferta de emprego

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

• Identifies prospective and current client needs through exposure analysis;
• Develops appropriate program design to solve the prospect and client’s needs determined through the exposure/risk analysis;
• Prepares and submits marketing submissions for new and renewal business in coordination with the Producer;
• Prepares insurance summaries and proposals as needed;
• Communicates the request to bind coverage to the insurance carrier and issue or obtain a binder;
• Verifies the accuracy of issues policies, endorsements, etc.;
• Requests policy changes and corrections as needed, and processes the policy endorsements when received;
• Issues insurance certificates, binders & evidences of insurance as needed;
• Prepares insurance summaries and proposals;
• Visits client and prospect as necessary;
• Services accounts and provides claims assistance as needed;
• Completes applications, obtains quotes, and prepares proposals and presentations;
• Binds coverage, prepares binders and delegates certificates;
• Reviews coverage and determines appropriate level of coverage;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;
• Manages overall client relationship to maintain high account retention rate;
• Manages renewal process on existing business;
• May include 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

• Bachelor's Degree orequivalent combination of education and experience
• Four (4) or more years related work experience in the insurance field
• Encouraged to complete Career Path requirements as communicated by Supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Excellent organization, attention to detail, and effective time management skills
• Advanced planning and prioritization skills
• Good problem solving skills
• Strong analytical skills
• Ability to work within a team and to foster teamwork
• Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
• Thorough knowledge of personal lines insurance
• Proficient in Microsoft Office Products

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