Assistant Account Manager (NW)

Alliant Insurance Services; Spokane (WA); On-site; USD 45,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking a customer service oriented professional to support Producers by servicing existing accounts and soliciting new business in Spokane. You will handle marketing submissions, quotes, renewals, and client communications to ensure accurate coverage and strong retention.

Responsibilities include preparing proposals, reviewing policies, assisting with carrier relations, and contributing to cross-sell opportunities while maintaining data integrity in the agency

Qualifications

• Associates degree or equivalent with two+ years related experience.
• Active valid insurance license required.
• Continuing Education requirements must be met for license renewal.
• Excellent verbal and written communication skills.
• Strong customer service and organizational abilities.

Responsibilities

• Provide customer service and support Producers by servicing existing accounts.
• Solicit new business and handle marketing submissions with carriers.
• Review policies for accuracy and address coverage gaps.
• Manage renewal process for expiring policies.
• Respond to client inquiries and resolve account discrepancies.
• Assist in client meetings to review coverage and strategy.
• Prepare and present schedules of coverage and proposals.
• Binds insurance coverage and prepares binders, as needed.

Skills

Customer service

Communication

Time management

Attention to detail

Teamwork

Microsoft Office

Education

Associates degree or equivalent

Two or more years related work experience

Valid insurance license

Tools

Microsoft Office Suite

Job description

Overview

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.

Hybrid work schedule: In-office requirement.

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

• Creates marketing submissions and works with various carriers to obtain quotes;
• May negotiate prices, commissions, and/or coverages with carriers;
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
• 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;
• Researches requests for information from Underwriters;
• Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients;
• 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 for Producers or identifies and develops cross-sell opportunities;
• Participates in the claims process as necessary;
• Notifies Brokers and Producers of pertinent information related to client retention;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

Qualifications

Education / Experience

• Associates degree or equivalent combination of education and experience
• Two (2) or more years related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by Supervisor

Skills

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Excellent organization and effective time management skills
• Strong attention to detail
• Good planning and prioritization skills
• Good problem solving skills
• Strong analytical 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
• Proficient in Microsoft Office Suite
• #LI-JP1

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, 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, please reach out to [e-mail]