Insurance Account Manager: Growth & Renewal Lead

Alliant; San Diego (CA); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

Alliant in San Diego seeks an experienced customer service professional to support producers and manage service for assigned clients and policies. The role involves soliciting new business on existing accounts, supporting renewal processes, and assisting with marketing, quotes, and coverage reviews.

The candidate should have an associate degree or equivalent, a valid insurance license, and at least six years of related experience, with strong communication and organizational skills.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six (6) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsabilités

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients, and discusses and creates 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 delegate certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Connaissances

Customer service

Communication

Microsoft Office

Teamwork

Time management

Formation

Associate's Degree or equivalent

Outils

Microsoft Office Suite

Description du poste

Alliant in San Diego seeks an experienced customer service professional to support producers and manage service for assigned clients and policies. The role involves soliciting new business on existing accounts, supporting renewal processes, and assisting with marketing, quotes, and coverage reviews.

The candidate should have an associate degree or equivalent, a valid insurance license, and at least six years of related experience, with strong communication and organizational skills.