Commercial Insurance - Assistant Account Manager

Ceridian HCM; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking an experienced professional to provide exceptional customer service. The position involves managing client accounts, negotiating coverages, and preparing proposals. Candidates must possess relevant industry experience and a valid insurance license.

Qualifications

• 4+ years related work experience.
• Must have a valid insurance license.
• Continuing Education requirements for license renewal.

Responsibilities

• Servicing and retention of assigned customers/policies.
• Negotiates prices and review policies.
• Analyzes certificate requests and ensures client needs are met.

Skills

Communication

Customer Service

Problem Solving

Time Management

Teamwork

Education

Associate's Degree

Tools

Microsoft Office Suite

Job description

Friday, May 30, 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.

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

• 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 Degreeor 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-DR1

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 .