Hybrid Insurance Account Manager - Client Growth

Alliant Private Client; Irvine, Northern (CA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services in Irvine seeks a professional to manage customer service for assigned accounts and support producer-led new business efforts. You will prepare quotes with carriers, manage renewals, and assist in creating client presentations.

The role requires strong communication, organization, and insurance knowledge, with collaboration across teams to expand client coverage and retention.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Four (4) or more years related work experience.
• Valid insurance license and continuing education requirements.

Responsibilities

• Provides customer service and overall service of assigned customers and policies; supports producer-led new business efforts.
• Creates marketing submissions and works with carriers to obtain quotes.
• Manages renewal process for expiring policies and prepares proposals for clients.
• Participates in client meetings to review coverage and cross-sell opportunities.
• Binds insurance coverage, prepares binders, and ensures coverage gaps are addressed.

Skills

Verbal communication

Written communication

Customer service

Time management

Teamwork

Attention to detail

Insurance knowledge

MS Office

Education

Bachelor’s degree or equivalent

4+ years related experience

Active insurance license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services in Irvine seeks a professional to manage customer service for assigned accounts and support producer-led new business efforts. You will prepare quotes with carriers, manage renewals, and assist in creating client presentations.

The role requires strong communication, organization, and insurance knowledge, with collaboration across teams to expand client coverage and retention.