Remote Insurance Account Manager - Growth & Renewals

Alliant Insurance Services; Oregon; On-site; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services in Oregon seeks a customer-service oriented professional to manage assigned clients and policies and support producer-led renewal and new business efforts.

Responsibilities include initiating renewals, analyzing exposures, preparing proposals, and coordinating with producers to bind coverage and finalize contracts. Strong MS Office, communication, and teamwork are essential for success.

Qualifications

• Associate's Degree or equivalent
• 6+ years related work experience
• Valid Insurance License
• Continuing Education requirements must be met for license renewal

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 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 with Producer
• Binds insurance coverage and prepares binders or certificates
• Reviews policies for accuracy and reviews contracts
• Prepares summaries and schedules of coverage for clients
• Reviews client accounting history and responds to inquiries
• Participates in the claims process as directed by management
• Provides technical guidance to staff
• Notifies brokers of information related to client retention
• Meets with clients as needed or directed by Producer
• Collection of fees and reconciliation of outstanding balances within 90 days
• Complies with data standards and integrity
• Other duties as assigned

Skills

Microsoft Office Suite

Verbal and written communication

Customer service

Leadership

Teamwork

Education

Associate's Degree or equivalent

6+ years related work experience

Job description

Alliant Insurance Services in Oregon seeks a customer-service oriented professional to manage assigned clients and policies and support producer-led renewal and new business efforts.

Responsibilities include initiating renewals, analyzing exposures, preparing proposals, and coordinating with producers to bind coverage and finalize contracts. Strong MS Office, communication, and teamwork are essential for success.