Experienced Insurance Account Manager

Alliant Insurance Services; Lodi (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Alliant Insurance Services seeks a seasoned client services professional to support producers, manage renewals, and market new business for current clients. You will analyze exposures, prepare proposals, and ensure accurate coverage for insureds.

Responsibilities include binding coverage, coordinating with producers, and maintaining client accounting. A strong focus on service, communication, and teamwork is essential in a fast-paced brokerage environment.

Qualifications

• Associate's degree or equivalent required.
• Minimum 6+ years related work experience.
• Valid Insurance License required and ongoing CE required.

Responsibilities

• Supports Producers in developing new business opportunities for existing clients and prospects.
• Initiates renewals and discusses renewal strategy with Producers.
• Markets and reviews quotes for competitiveness and accuracy; prepares proposals and binders.

Skills

Microsoft Office Suite

Verbal communication

Written communication

Customer service

Leadership

Teamwork

Education

Associate's Degree or equivalent

Valid Insurance License

Continuing Education requirements

Job description

Alliant Insurance Services seeks a seasoned client services professional to support producers, manage renewals, and market new business for current clients. You will analyze exposures, prepare proposals, and ensure accurate coverage for insureds.

Responsibilities include binding coverage, coordinating with producers, and maintaining client accounting. A strong focus on service, communication, and teamwork is essential in a fast-paced brokerage environment.