Growth-Driven Assistant Account Manager, Surety Insurance

Alliant; Uniondale, Northern (NY, KY); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking an Assistant Account Manager for Surety Insurance in Westfield, NJ.

This role provides customer service and supports Producers by servicing existing accounts and soliciting new business, with independent responsibility for servicing and retention of assigned customers and policies. You will package and market applications, negotiate with carriers, review policies, manage renewals, handle client inquiries, prepare proposals, and assist in setting

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four (4) 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.

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.

Skills

Verbal and written communication

Customer service

Problem solving

Time management

Teamwork

Microsoft Office Suite

Education

Associate's Degree or equivalent

4+ years related work experience

Valid Insurance License

Continuing Education for license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services, Inc. is seeking an Assistant Account Manager for Surety Insurance in Westfield, NJ.

This role provides customer service and supports Producers by servicing existing accounts and soliciting new business, with independent responsibility for servicing and retention of assigned customers and policies. You will package and market applications, negotiate with carriers, review policies, manage renewals, handle client inquiries, prepare proposals, and assist in setting