Assistant Account Manager - Financial Institutions

Alliant; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player in insurance brokerage seeks an Assistant Account Manager to provide exceptional customer service and support to Producers. This role involves managing client accounts, negotiating with carriers, and ensuring clients receive the best coverage options. The ideal candidate will have strong communication skills and a background in account management, thriving in a team-oriented environment. Join a dynamic firm that values innovative thinking and offers a competitive financial package, making a significant impact in the world of risk management and benefits.

Qualifications

• 4+ years of related work experience in account management.
• Valid insurance license and must meet Continuing Education requirements.

Responsibilities

• Provide customer service and support Producers in managing accounts.
• Negotiate prices and manage the renewal process for policies.
• Prepare presentations and proposals for clients.

Skills

Verbal and written communication skills

Customer service skills

Problem solving skills

Time management skills

Teamwork

Microsoft Office Suite proficiency

Education

Associate's Degree

Job description

Assistant Account Manager - Financial Institutions

New York, NY, USA Req #3621

Tuesday, May 6, 2025

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.

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 Degree or equivalent combination of education and experience

Four (4) or more yearsrelated work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Valid insurance license

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

#LI-AT1

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.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .