Assistant Account Manager - Commercial Lines

Alliant Insurance Services, Inc.; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a customer service–oriented professional to support Producers by servicing existing accounts, soliciting new business, and handling renewals.

The role carries independent responsibility for servicing and retaining assigned clients and policies, with an emphasis on accuracy, timely communication, and teamwork within a dynamic insurance environment.

Qualifications

• Associate's degree or equivalent required.
• Minimum four years of related work experience.
• Valid insurance license and ongoing CE for license renewal.

Responsibilities

• Package and market applications to carriers for quotes.
• Negotiate prices, commissions, and coverages with carriers.
• Review policies and determine appropriate coverage levels.
• Manage renewal process for expiring policies.
• Address client inquiries and collections on past due accounts.
• Prepare presentations and proposals for clients.
• Prepare draft certificate templates for review and approval.
• Bind insurance coverage and prepare binders.
• Maintain data integrity in agency management system.

Skills

Verbal & written comms

Customer service

Problem solving

Typing 30-35 wpm

Teamwork

MS Office

Education

Associate's Degree or equivalent

Four+ years related work experience

Valid Insurance License

Tools

MS Office

Job description

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Packages and markets applications to various carriers to obtain quotes;
• Negotiates prices, commissions, and/or coverages with carriers;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
• May participate in client meetings to review coverage;
• Gathers information for applications;
• Prepares presentations and proposals for clients;
• Researches requests for information from underwriters;
• Composes correspondence to insured and/or underwriters;
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
• Prepares draft certificate templates for review and approval;
• Analyzes certificate requests and ensures clients needs are met;
• Inputs applications and creates letters, and other forms of correspondence;
• Binds insurance coverage and prepares insurance binders;
• 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
• Four (4) 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
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office Suite

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