Insurance Account Manager: Client Retention & Renewal

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

Job summary

Alliant Insurance Services in Irvine, CA is seeking a Customer Service Associate to service existing accounts, assist producers, and help grow new business. This role focuses on accurate policy servicing, renewals, and client communication to protect client interests and drive growth.

The position requires an Associate's degree, 4+ years of related experience, and an active insurance license with ongoing CE. In-office work schedule applies, with emphasis on teamwork and regulatory compliance.

Qualifications

• Associate's degree or equivalent combination of education and experience.
• Four or more years of related work experience.
• Valid Insurance License and ongoing CE requirements.

Responsibilities

• Package and market applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers.
• Review policies for coverage adequacy and renewal handling.
• Assist in client meetings and prepare proposals for clients.
• Process renewals, handle inquiries, and address account discrepancies.
• Prepare certificates, bind coverage, and maintain data integrity in systems.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing (30-35 wpm)

Teamwork

Microsoft Office

Education

Associate's Degree

4+ years related experience

Insurance License

Continuing Education for license renewal

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services in Irvine, CA is seeking a Customer Service Associate to service existing accounts, assist producers, and help grow new business. This role focuses on accurate policy servicing, renewals, and client communication to protect client interests and drive growth.

The position requires an Associate's degree, 4+ years of related experience, and an active insurance license with ongoing CE. In-office work schedule applies, with emphasis on teamwork and regulatory compliance.