Account Manager - Personal Lines Insurance

Alliant; Washington; On-site; USD 70,000 - 110,000; Full time

Job summary

Alliant Insurance Services in Washington state seeks a customer service-focused insurance professional responsible for providing service to assigned clients and supporting producer-led new business efforts. The role involves needs analysis, design of programs, and preparation of submissions.

You will communicate with carriers, bind coverage, issue certificates, manage renewals, and maintain client relationships to ensure high retention.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 4+ years related work experience in the insurance field.
• Valid Insurance License and CE requirements.
• Encouraged to complete Career Path requirements per supervisor.

Responsibilities

• Identifies client needs through exposure analysis and design of programs.
• Prepares and submits marketing submissions for new/renewal business.
• Prepares insurance summaries and proposals as needed.
• Communicates binding instructions to carriers and issues binders.
• Verifies policy documents and endorsements; processes endorsements.
• Requests changes and processes policy endorsements.
• Issues certificates, binders, and evidences of insurance as needed.
• Visits clients and prospects as necessary; provides claims assistance.
• Completes applications, obtains quotes, and prepares proposals.
• Manages renewal processes and client accounting/collections as needed.
• Maintains client relationships to ensure high retention.

Skills

Communication

Customer service

Organization

Planning

Problem solving

Analytical skills

Teamwork

Client relations

Personal lines insurance

Microsoft Office

Education

Bachelor's degree or equivalent

Job description

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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