Remote Insurance Account Manager — Growth & Renewals

Alliant Insurance Services; Seattle (WA); Remote; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services seeks an experienced client service professional to manage assigned customers and policies, support producers in new business efforts, and help drive renewals. The role emphasizes accurate exposure analysis, market comparison, and coordinated proposals.

Responsibilities include marketing negotiations, binding coverage, and communicating with clients on account status. Requires CE compliance, license maintenance, and strong teamwork in a fast-paced environment.

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.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem solving and time management skills.
• Ability to work within a team and to foster teamwork.

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.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• 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.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

Skills

MS Office

Verbal & written communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's Degree or equivalent

Six+ years related work experience

Valid Insurance License

Continuing Education requirements

Job description

Alliant Insurance Services seeks an experienced client service professional to manage assigned customers and policies, support producers in new business efforts, and help drive renewals. The role emphasizes accurate exposure analysis, market comparison, and coordinated proposals.

Responsibilities include marketing negotiations, binding coverage, and communicating with clients on account status. Requires CE compliance, license maintenance, and strong teamwork in a fast-paced environment.