Insurance Account Manager - Client Retention & Growth

Alliant Insurance Services; San Diego (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a skilled professional to provide customer service and support Producers by servicing existing accounts and soliciting new business.

This role handles renewal processes, markets applications to carriers, reviews policies for coverage adequacy, and coordinates with underwriters to meet client needs. In-office work and collaboration with the team are essential.

Qualifications

• Excellent verbal and written communication skills.
• Excellent customer service skills, including telephone and listening skills.
• Good problem solving and time management skills.
• Intermediate typing skills (30-35 wpm).
• Ability to work within a team and to foster teamwork.
• Proficient in Microsoft Office Suite.

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

Team player

Microsoft Office proficiency

Education

Associate's degree or equivalent

4+ years experience

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services, Inc. is seeking a skilled professional to provide customer service and support Producers by servicing existing accounts and soliciting new business.

This role handles renewal processes, markets applications to carriers, reviews policies for coverage adequacy, and coordinates with underwriters to meet client needs. In-office work and collaboration with the team are essential.