Account Manager - Trust Accounts

Alliant; Dayton (OH); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Alliant Insurance Services is seeking an Account Manager to manage client accounts, renewals, and daily servicing. You will ensure policy accuracy, prepare coverage schedules, and provide responsive support to clients, brokers, and internal teams.

The ideal candidate has a Bachelor's degree, 4+ years of experience in insurance, a valid license, and the ability to work independently with minimal supervision. Strong communication and MS Office skills are required.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• 4+ years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Initiates renewal process for existing clients, discusses renewal strategy with manager or lead.
• Analyzes and compares current exposures, follows renewal or new business procedures for marketing.
• Provides reports, reviews quotes and coverages for accuracy.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Provides mentoring and technical guidance to staff assisting with client needs or procedural issues.
• Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication.
• Notifies manager or leader of pertinent information related to client retention.
• Meets with clients as needed or directed by manager or leader.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date.
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions.
• Complies with agency management system data standards and data integrity; performs all duties in accordance with company policies and applicable laws.
• Performs other duties as assigned.

Skills

Insurance knowledge

Verbal and written communication

Leadership

Time management

Teamwork

MS Office

Education

Bachelor's degree or equivalent

4+ years related experience

Valid Insurance License

Continuing Education (CE) requirements

Tools

Microsoft Office Suite

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.

SUMMARY

The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Initiates renewal process for existing clients, discusses renewal strategy with manager or lead;
• Analyzes and compares current exposures, follows renewal or new business procedures for marketing;
• Provides reports, reviews quotes and coverages for accuracy;
• Reviews policies for accuracy and review contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Provides mentoring and technical guidance to staff assisting with client needs or procedural issues;
• Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication;
• Notifies manager or leader of pertinent information related to client retention;
• Meets with clients as needed or directed by manager or leader;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date;
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;
• Performs other duties as assigned.

QUALIFICATIONS

• Bachelor's Degreeor equivalent combination of education and experience
• Four (4) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• In-depth insurance knowledge
• Excellent verbal and written communication skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite

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.