Commercial Lines Account Manager - Real Estate

Alliant Insurance Services; California, Irvine (MO, CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Join a forward-thinking insurance brokerage firm as a Commercial Lines Account Manager, where you'll play a pivotal role in managing client relationships and ensuring high satisfaction. In this dynamic position, you'll analyze market proposals, negotiate premiums, and conduct client meetings to enhance service delivery. This role offers a unique opportunity to work within a collaborative team environment, contributing to innovative risk management solutions that empower clients to thrive. If you're passionate about customer service and have a knack for problem-solving, this position is perfect for you!

Qualifications

• 6+ years of related work experience required.
• Valid Insurance License and Continuing Education required.

Responsibilities

• Manage client relationships ensuring satisfaction and retention.
• Analyze market proposals and negotiate benefits premiums.
• Conduct client meetings and manage service inquiries.

Skills

Verbal Communication

Written Communication

Customer Service

Leadership

Problem Solving

Time Management

Teamwork

Microsoft Office Suite

Education

Associate's Degree or equivalent

Bachelor's Degree or equivalent

Job description

Commercial Lines Account Manager - Real Estate

Irvine, CA, USA
Req #3207

Monday, February 10, 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.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction;

* Reviews client team's RFPs;

* Selects markets for solicitation;

* Analyzes market proposals for verification of benefits, premiums, and competitiveness;

* Reviews coverage contracts for accuracy of policy provisions;

* Meets with clients for pre-renewal strategy, proposal delivery and explanation;

* Conducts client open enrollment meetings and answers questions regarding benefit coverage;

* Negotiates with markets for benefits premium concessions;

* Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;

* Manages new carrier and plan implementations for book of business;

* Ensures team prepares claims experience and utilization reports and reviews for accuracy;

* Reacts, processes, and follows up on new business;

* Meets with clients as needed or directed by Producer;

* Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

* 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 Degree or equivalent combination of education and experience

Bachelor's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-AM1

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 at1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details

• 
  Pay Type
  Salary
  
• 
  Min Hiring Rate
  $90,000.00
  
• 
  Max Hiring Rate
  $110,000.00
  

Apply Now

• Irvine, CA, USA

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