Remote Insurance Account Manager - Client Advocacy

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

Job summary

Alliant Insurance Services is seeking an Account Manager to serve as a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem solving, and the ability to work independently with minimal supervision.

You will ensure policies, coverages, and reports are accurate, develop renewal strategies, analyze exposures, and provide responsive support to clients, brokers, and

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 4+ years related work experience.
• Valid Insurance License.
• Continuing Education requirements must be met.

Responsibilities

• Initiates renewal process for existing clients, discusses renewal strategy with manager or lead.
• Analyzes and compares current exposures, follows renewal or new business procedures for marketing.
• Provides reports, reviews quotes and coverages for accuracy.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Provides mentoring and technical guidance to staff assisting with client needs or procedural issues.
• Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication.
• Notifies manager or leader of pertinent information related to client retention.
• Meets with clients as needed or directed by manager or leader.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date.
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs all duties as assigned.

Skills

Insurance knowledge

Communication

Leadership

Teamwork

Time management

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Insurance License

Job description

Alliant Insurance Services is seeking an Account Manager to serve as a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem solving, and the ability to work independently with minimal supervision.

You will ensure policies, coverages, and reports are accurate, develop renewal strategies, analyze exposures, and provide responsive support to clients, brokers, and