Client Services & Insurance Solutions Manager

Alliant Insurance Services; Manchester (NH); Hybrid; USD 65,000 - 100,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced insurance professional to provide customer service and support for assigned clients and policies within a dynamic team.

The role involves assisting producers, handling renewals, analyzing exposures, preparing proposals, and coordinating coverage binders while delivering exceptional service to clients across property & casualty, benefits and related lines.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six (6) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
• Complies with agency management system data standards and data integrity.

Skills

Verbal and written communication

Customer service

Teamwork

Leadership

Time management

Education

Associate's Degree or equivalent

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services is seeking an experienced insurance professional to provide customer service and support for assigned clients and policies within a dynamic team.

The role involves assisting producers, handling renewals, analyzing exposures, preparing proposals, and coordinating coverage binders while delivering exceptional service to clients across property & casualty, benefits and related lines.