Insurance Account Manager — Growth & Renewals

Alliant Insurance Services, Inc.; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a skilled customer service professional to manage assigned clients and policies, assist in soliciting new business on existing accounts, and support Producer-led new business efforts.

The role includes renewal processes, market analyses, and coordination of proposals, binders, and certificates. You will support client accounting inquiries and participate in claims processes as directed.

Qualifications

• Associates degree or equivalent combination of education and experience.
• Six or more years related work experience.
• Valid insurance license.
• Must meet Continuing Education requirements for license renewal.
• Career Path requirements as communicated by supervisor.

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 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.

Skills

Microsoft Office Suite

Verbal and written communication

Customer service

Leadership

Teamwork

Education

Associates degree or equivalent

6+ years related work experience

Valid insurance license

Continuing Education requirements

Career Path requirements

Job description

Alliant Insurance Services, Inc. is seeking a skilled customer service professional to manage assigned clients and policies, assist in soliciting new business on existing accounts, and support Producer-led new business efforts.

The role includes renewal processes, market analyses, and coordination of proposals, binders, and certificates. You will support client accounting inquiries and participate in claims processes as directed.