Account Manager – Trust Accounts & Renewal Strategy

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 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.