Account Manager - Trust Accounts

Alliant Insurance Services; Dayton (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Alliant Insurance Services in Dayton, OH seeks an Account Manager to handle assigned accounts from renewals to daily servicing. This client-facing role requires deep insurance knowledge, strong communication, and the ability to work independently while ensuring policy accuracy and timely reporting.

The AM builds renewal strategies, analyzes exposures, and supports client retention and growth. A license and ongoing CE are required for license renewal.

Qualifications

• Bachelor's degree or equivalent qualification.
• 4+ years related work experience in insurance brokerage or client management.
• Valid Insurance License required.
• Continuing Education requirements for license renewal.
• Strong knowledge of policy coverages, renewals, and risk management.

Responsibilities

• Initiates renewal process for existing clients and discusses renewal strategy with manager.
• Analyzes exposures and follows renewal or marketing procedures to secure business.
• Produces and reviews reports, quotes, and coverage documents for accuracy.
• Reviews policies for accuracy and reviews contracts with clients.
• Prepares summaries or schedules of coverage for clients.
• Mentors staff and provides technical guidance on client needs.

Skills

Insurance knowledge

Communication skills

Leadership

Teamwork

Time management

Microsoft Office

Education

Bachelor'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.

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

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 Degree or 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



#LI-DR1

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" button.

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