Assistant Account Manager - Commercial Lines

Alliant; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Alliant in San Diego seeks a customer service–oriented professional to support Producers by servicing existing accounts and soliciting new business.

You will manage renewals, review policies, prepare proposals, and coordinate with carriers to secure favorable coverage and pricing for clients.

This role requires strong communication, attention to detail, and the ability to work effectively in a team.

Qualifications

• Associate's Degree or equivalent required.
• 4+ years of related work experience.
• Valid Insurance License and CE compliance requirements.
• Career Path requirement encouraged by supervisor.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiates prices, commissions, and coverages with carriers.
• Reviews policies and determines appropriate coverage.
• Manages renewal process for expiring policies.
• Responds to client inquiries and resolves account discrepancies.
• Prepares presentations and proposals for clients.
• Markets renewal and new business strategies with the producer or supervisor.
• Binds insurance coverage and prepares binders.
• Maintains data integrity in the agency management system.

Skills

Verbal and written communication

Customer service

Problem solving

Typing 30-35 wpm

Teamwork

Microsoft Office Suite

Education

Associate's Degree or equivalent

Four (4) or more years related work experience

Insurance license

Tools

Microsoft Office Suite

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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