Commercial Lines Assistant Account Manager

Ceridian HCM; Pittsburgh (Allegheny County); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated customer service professional to support Producers and manage existing accounts. This role involves negotiating with insurance carriers, managing renewals, and ensuring client satisfaction through excellent communication and service. The ideal candidate will have a strong background in customer service, problem-solving skills, and proficiency in Microsoft Office. Join a dynamic team that values innovative thinking and personal service, and contribute to changing the way clients approach risk management and benefits in a fast-paced environment.

Qualifications

• 4+ years of related work experience in insurance services.
• Valid insurance license and commitment to continuing education.

Responsibilities

• Provide customer service and support Producers by servicing accounts.
• Manage renewal process for expiring policies and negotiate with carriers.
• Prepare presentations and proposals for clients.

Skills

Verbal Communication

Written Communication

Customer Service

Problem Solving

Time Management

Teamwork

Microsoft Office Suite

Education

Associate's Degree

Job description

Pittsburgh, PA, USA Req #3481

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.

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

1. Packages and markets applications to various carriers to obtain quotes;
2. Negotiates prices, commissions, and/or coverages with carriers;
3. Reviews policies, identifies deficiencies and determines appropriate level of coverage;
4. Manages renewal process for expiring policies;
5. Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
6. May participate in client meetings to review coverage;
7. Gathers information for applications;
8. Prepares presentations and proposals for clients;
9. Researches requests for information from underwriters;
10. Composes correspondence to insured and/or underwriters;
11. Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
12. Prepares draft certificate templates for review and approval;
13. Analyzes certificate requests and ensures clients needs are met;
14. Inputs applications and creates letters, and other forms of correspondence;
15. Binds insurance coverage and prepares insurance binders;
16. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
17. Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Four (4) or more years related 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

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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.