Employee Benefits - Account Manager - Small Group

Alliant Insurance Services; California; Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

Alliant Insurance Services is seeking a client-focused professional in California to deliver exceptional service for assigned customers and policies. The role supports the Producer-led efforts to grow business on existing accounts and assists with new business development.

Key duties include initiating renewal processes, analyzing exposures, marketing negotiations, and finalizing proposals with the Producer.

Qualificações

• Bachelor's degree and valid insurance license required.
• Six+ years related experience.
• Continuing Education requirements for license renewal.
• Strong Microsoft Office and communication skills.

Responsabilidades

• Support Producer in developing new business opportunities for existing clients and prospects.

Conhecimentos

Microsoft Office

Communication skills

Customer service

Leadership

Problem solving

Time management

Teamwork

Formação académica

Bachelor's degree

6+ years related work experience

Insurance License

Continuing Education requirements

Descrição da oferta de emprego

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

• 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 (enters and maintains complete and accurate information);


• Other duties as assigned.

EDUCATION / EXPERIENCE

• Bachelor's Degree required


• Six (6) or more years related work experience


• Valid Insurance License


• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite


• Excellent verbal and written communication skills


• Excellent customer service skills, including telephone and listening skills


• Good leadership, problem solving and time management skills
  
• Ability to work within a team and to foster teamwork

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