Remote Insurance Account Manager — Client Success

Alliant Insurance Services; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

MS Office skills

Job summary

Alliant Insurance Services is seeking a client-focused professional to manage assigned accounts, solicit new business on existing clients, and support Producer-led new business efforts. You will coordinate renewal strategies, analyze exposures, and negotiate terms to ensure competitive quotes and accurate coverages.

The role requires strong communication, leadership, and teamwork, with a clear path to handling renewals, marketing, and policy administration while delivering excellent service to

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.

Responsibilities

• 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;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Prepares summaries and/or schedules of coverage for clients;
• 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;

Skills

MS Office

Verbal & written communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's degree or equivalent

6+ years related experience

Insurance License

Continuing Education requirements

Job description

Alliant Insurance Services is seeking a client-focused professional to manage assigned accounts, solicit new business on existing clients, and support Producer-led new business efforts. You will coordinate renewal strategies, analyze exposures, and negotiate terms to ensure competitive quotes and accurate coverages.

The role requires strong communication, leadership, and teamwork, with a clear path to handling renewals, marketing, and policy administration while delivering excellent service to