Insurance Account Manager: Growth & Client Renewals

Alliant Insurance Services; Springfield (MO); On-site; USD 65,000 - 95,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced professional to provide customer service and complete service for assigned clients and policies. The role supports Producer-led new business efforts and coordinates renewals for existing accounts.

The ideal candidate will have a valid license, 6+ years of experience, and strong communication and team collaboration skills. The office operates on an in-person schedule with some flexibility in a hybrid environment.

Qualifications

• Associate's degree or equivalent combination of education and experience.
• Six (6) or more years of related work experience.
• Valid Insurance License required; must maintain CE requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or certificates.
• Reviews policies for accuracy and reviews contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to inquiries, and contacts client on receivable collections.
• Participates in the claims process as directed by management; provides guidance to staff.

Skills

Microsoft Office Suite

Verbal & Written Communication

Customer Service

Leadership & Time Management

Teamwork

Education

Associate's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

Job description

Alliant Insurance Services is seeking an experienced professional to provide customer service and complete service for assigned clients and policies. The role supports Producer-led new business efforts and coordinates renewals for existing accounts.

The ideal candidate will have a valid license, 6+ years of experience, and strong communication and team collaboration skills. The office operates on an in-person schedule with some flexibility in a hybrid environment.