Account Manager- Public Entity P&C

Alliant Insurance Services, Inc.; Irvine (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team in a pivotal role focused on customer service and business development. This position involves collaborating with Producers to enhance client relationships, manage insurance renewals, and ensure accurate policy documentation. The ideal candidate will possess strong communication skills, a customer-centric approach, and a solid background in insurance services. Join a forward-thinking company that values innovation and teamwork, and take your career to the next level while contributing to a dynamic and supportive work environment.

Qualifications

• 6+ years of related work experience in insurance or customer service.
• Valid Insurance License required for this position.

Responsibilities

• Support Producers in developing new business opportunities.
• Conduct marketing and negotiate rates for insurance coverage.
• Prepare summaries and proposals for clients.

Skills

Microsoft Office Suite

Verbal Communication

Written Communication

Customer Service

Leadership

Problem Solving

Time Management

Teamwork

Education

Associate's Degree

Job description

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.

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

Associate's Degreeor equivalent combination of education and experience

Six (6) or more yearsrelated work experience

Valid Insurance License

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

#LI-RF1

#LI-REMOTE

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.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .