Remote Insurance Account Manager: Client Growth & Service

Alliant Private Client; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services is seeking a client-focused Insurance Accounts professional to manage assigned customers and policies, solicit new business on existing accounts, and support producer-led growth efforts. This role is within the Alliant Specialty division and emphasizes retention, renewals, and cross-sell opportunities.

Requirements include a bachelor's degree (or equivalent), 4+ years of related experience, a valid insurance license, and ongoing CE for license renewal.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Four or more years related work experience.
• Valid insurance license.
• Continuing Education requirements for license renewal.
• Career Path requirements as communicated by Supervisor.

Responsibilities

• Creates marketing submissions and works with various carriers to obtain quotes as required.
• Negotiates prices, commissions, and/or coverages with carriers.
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s).
• Manages renewal process for expiring policies.
• Prepares presentations and/or proposals for clients.
• May participate in client meetings to review coverage.
• Researches requests for information from Underwriters.
• Composes correspondence to insureds and/or Underwriters.
• Discusses renewal and/or new business marketing strategy with Producer or Supervisor.
• Binds insurance coverage and prepares binders.
• Prepares certificate templates.
• Analyzes certificate requests to ensure coverage and address gaps.
• Receives and develops new business leads and cross-sell opportunities.
• Fosters and manages relationships with clients for retention and satisfaction.
• Participates in the claims process as necessary.
• Notifies Brokers and Producers of pertinent information for retention.
• Collection of fees and reconciliation within 90 days of invoicing date.
• Adheres to agency data standards.

Skills

Verbal and written communication

Customer service

Time management

Analytical skills

Planning and prioritization

Attention to detail

Teamwork

Client relationship management

Insurance knowledge across lines

Education

Bachelor's degree or equivalent combination of education and experience

Four (4) or more years related work experience

Valid insurance license

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services is seeking a client-focused Insurance Accounts professional to manage assigned customers and policies, solicit new business on existing accounts, and support producer-led growth efforts. This role is within the Alliant Specialty division and emphasizes retention, renewals, and cross-sell opportunities.

Requirements include a bachelor's degree (or equivalent), 4+ years of related experience, a valid insurance license, and ongoing CE for license renewal.