Assistant Account Manager (NW)

Alliant; Vancouver (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

Alliant Insurance Services in the United States is seeking a customer-service oriented account support professional to service existing accounts and solicit new business, supporting Producers.

You will manage renewals, review policies, prepare proposals, coordinate with carriers, and assist in cross-sell opportunities while ensuring data integrity and timely responses. Strong communication, organization, and attention to detail are required, with licensing and CE compliance.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2+ years related work experience.
• Valid insurance license and license renewal CE requirements.
• Continuing Education requirements must be met for license renewal.
• Career Path requirements as communicated by Supervisor.

Responsibilities

• Creates marketing submissions and works with various carriers to obtain quotes.
• Negotiate prices, commissions, and/or coverages with carriers.
• Review policies for accuracy, identify deficiencies and may make recommendations for broader coverage(s)/limit(s).
• Manage renewal process for expiring policies.
• Review client accounting history, respond to accounting inquiries, and correct account discrepancies including collections on past due accounts.
• May participate in client meetings to review coverage.
• Research requests for information from Underwriters.
• Assist with preparation of presentations, proposals, summaries, or schedules of coverage for clients.
• Composes correspondence to insureds and/or Underwriters.
• Discuss renewal/new business marketing strategy with Producer or Supervisor.
• Bind insurance coverage and prepare binders.
• Prepare certificate templates.
• Analyze certificate requests for insurance compliance and coverage gaps.
• Receive and develop new business leads for Producers or identify cross-sell opportunities.
• Participate in the claims process as necessary.
• Notify Brokers and Producers of relevant client retention information.
• Comply with agency management system data standards and data integrity.

Skills

Customer service

Verbal communication

Written communication

Time management

Attention to detail

Planning and prioritization

Teamwork

Relationship building

MS Office

Education

Associates degree or equivalent

2+ years related work experience

Valid insurance license

Continuing Education requirements

Career Path requirements

Job description

Posted Thursday, July 16, 2026 at 8:00 AM

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.

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
• 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

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.

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 (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), 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 or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits