Assistant Account Manager - Construction

Alliant; Mercedes (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Alliant in Mercedes, TX is seeking a customer service professional within an account service team to service existing accounts and support Producers with client tasks. You will independently handle renewal preparations, respond to inquiries, and assist with presentations and proposals while ensuring data accuracy in the agency system.

Strong communication and organization are essential, and familiarity with Microsoft Office is expected.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four or more years of related work experience.
• Valid Insurance License.
• Continuing Education requirements must be met for license renewal.
• Career Path encouraged as communicated by Supervisor.

Responsibilities

• Prepare exposure workbook and applications for client pre renewals.
• Review and compare quotes for proposals with service team.
• Request information related to renewals for clients such as applications, exposure workbooks, safety manuals.
• Review client accounting history, respond to accounting inquiries, and correct discrepancies.
• Participate in client meetings to review coverage.
• Gathers information for applications.
• Prepare presentations and proposals for clients.
• Research information from underwriters.
• Compose correspondence to insured and/or underwriters.
• Prepare draft certificate templates for review and approval.
• Analyze certificate requests and ensure client needs are met.
• Input applications and create letters and other forms of correspondence.
• Comply with agency management system data standards and data integrity.
• Perform all duties in accordance with company policies and laws.
• Performs other duties as assigned

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

Independent work

MS Office

Education

Associate's degree

4+ years related experience

Career Path encouraged

Insurance license

Continuing education

Job description

SUMMARY

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepares exposure workbook and applications for client pre renewals.
• Assists Service team in reviewing and comparing quotes for Proposals.
• Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
• 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.
• 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.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform 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

• Associate's Degreeor equivalent combination of education and experience
• Four (4) or more yearsrelated 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 skills and time management skills
• Ability to work within a team and to foster teamwork
• Ability to work independently on assigned tasks
• Proficient in Microsoft Office Suite

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