Assistant Account Manager

Alliant Insurance Services; Vancouver (WA); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services seeks a client-focused service professional to manage assigned accounts and policies. You will assist in new business efforts, prepare proposals, coordinate renewals, and work with carriers to secure favorable terms.

The role emphasizes accuracy, attention to detail, and strong communication with clients and underwriters. A current insurance license and education background are required for continued licensing and growth within the firm.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• One (1) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Work with carriers to obtain quotes; minimal marketing.
• Assist with negotiating prices, commissions, and coverages with carriers.
• Review policies for accuracy and address coverage gaps.
• Coordinate renewal process for expiring policies.
• Prepare client presentations and proposals.
• Participate in client meetings to review coverage.
• Research information requests from Underwriters.
• Communicate with insureds and Underwriters as needed.
• Assist in setting renewal and new business marketing strategy with Producer.

Skills

Excellent communication

Customer service

Organization

Analytical skills

Planning and prioritization

Attention to detail

Problem solving

Teamwork

Relationship management

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Valid Insurance License

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.

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

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. Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Works with existing carrier(s) to obtain quotes as required; minimal Marketing required;
• Assists with negotiating prices, commissions, and/or coverages with carriers;
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
• Coordinates renewal process for expiring policies;
• Prepares presentations and/or proposals for clients;
• Participates in client meetings to review coverage;
• Researches requests for information from Underwriters;
• Composes correspondence to insureds and/or Underwriters;
• Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
• Binds insurance coverage and prepares binders;
• Prepares certificate templates;
• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
• Participates in the claims process as necessary;
• Notifies Brokers and Producers of pertinent information related to client retention;
• 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);
• 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

EDUCATION / EXPERIENCE

• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years related work experience
• 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 skills with effective time management skills
• Good analytical skills
• Advanced planning and prioritization skills
• Strong attention to detail
• Good problem solving 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
• General knowledge of property/causality insurance for small business
• 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