Client Account Manager: Renewal & Service Specialist

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

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.