Personal Lines Insurance Account Manager: Grow & Serve Clients

Alliant Insurance Services; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking a skilled professional to handle customer service and overall service for assigned clients and policies. You will support Producer-led new business efforts and manage renewal activities.

Responsibilities include preparing submissions, insurance summaries, and proposals, binding coverage, and maintaining client relationships to drive retention. Strong communication and organization are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 4+ years related work experience in the insurance field.
• Valid Insurance License and CE requirements for license renewal.

Responsibilities

• Identifies client needs through exposure analysis.
• Develops program design to solve client needs.
• Prepares and submits marketing submissions for new and renewal business.
• Prepares insurance summaries and proposals as needed.
• Communicates bind requests to carriers and issues binders.

Skills

Customer service

Communication

Organization

Time management

Problem solving

Teamwork

Client relationship

Microsoft Office

Education

Bachelor's degree or equivalent

4+ years insurance experience

Valid Insurance License

Tools

Microsoft Office

Job description

Alliant Insurance Services is seeking a skilled professional to handle customer service and overall service for assigned clients and policies. You will support Producer-led new business efforts and manage renewal activities.

Responsibilities include preparing submissions, insurance summaries, and proposals, binding coverage, and maintaining client relationships to drive retention. Strong communication and organization are essential.