Insurance Account Manager – Client Growth & Renewals

Alliant Insurance Services; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services seeks a client-focused professional to provide service for assigned customers and policies, supporting producer-led renewal and new business efforts. The role includes preparing proposals, marketing comparisons, and coordinating with brokers on coverage details and documents.

Responsibilities also involve policy review, client communications, and assisting with the claims process as needed. A strong emphasis on accuracy, teamwork, and timely fee collection is required.

Qualifications

• Requires an Associate's Degree or an equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance license and ongoing Continuing Education requirements.

Responsibilities

• Support Producer in developing new business opportunities for existing clients and prospects.
• Initiate renewal process for existing clients and discuss renewal strategy with Producer.
• Analyze exposures and develop renewal or new business specifications for marketing.

Skills

Microsoft Office Suite

Verbal communication

Written communication

Customer service

Leadership

Teamwork

Education

Associates degree or equivalent

Six+ years related experience

Valid Insurance License

Continuing Education for license renewal

Job description

Alliant Insurance Services seeks a client-focused professional to provide service for assigned customers and policies, supporting producer-led renewal and new business efforts. The role includes preparing proposals, marketing comparisons, and coordinating with brokers on coverage details and documents.

Responsibilities also involve policy review, client communications, and assisting with the claims process as needed. A strong emphasis on accuracy, teamwork, and timely fee collection is required.