Account Manager - Personal Lines Insurance

Alliant Insurance Services; Irvine (CA); Sur place; USD 60 000 - 95 000; Plein temps

Résumé du poste

Alliant Insurance Services is seeking a client service professional to manage assigned customers and policies, support Producer-led new business, and ensure high retention. You will analyze exposure, prepare submissions, bind coverage, issue certificates, and coordinate with carriers.

Ideal candidates have a Bachelor's degree, 4+ years in insurance, a valid license, and strong communication skills. This role emphasizes relationship management, accuracy, and proactive service in a fast-paced

Qualifications

• Bachelor's degree or equivalent required; 4+ years in insurance.
• Valid insurance license and ongoing CE requirements.
• Proven customer service and communication skills.

Responsabilités

• Identify client needs through exposure analysis.
• Develop program design to solve client needs from exposure/risk analysis.
• Prepare and submit marketing submissions for new/renewal business with Producer.
• Prepare insurance summaries and proposals as needed.
• Communicate binder requests to carriers and issue binders as needed.
• Verify accuracy of issued policies and endorsements.
• Process policy changes and endorsements as received.
• Issue certificates, binders, and evidences of insurance as needed.
• Prepare summaries and proposals; visit clients and prospects as necessary.
• Service accounts and assist with claims as needed.
• Complete applications, obtain quotes, and prepare proposals.
• Bind coverage and issue binders; manage certificates.
• Review coverage to determine appropriate levels.
• Review client accounting history and contact on receivables.
• Maintain client relationships to retain accounts.
• Manage renewal processes; handle fee collections when applicable.

Connaissances

Communication

Customer service

Organization

Time management

Teamwork

Personal lines insurance

MS Office

Formation

Bachelor's degree or equivalent

4+ years experience in insurance

Insurance license

Continuing education requirements

Outils

Microsoft Office

Description du poste

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

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 or equivalent 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

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits