Remote Insurance Account Manager - Growth & Renewals

Alliant Insurance Services, Inc.; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Colonial Group in the United States seeks an experienced Insurance Account Manager to provide exceptional service to assigned clients and support Producer-led renewal efforts.

You will prepare renewal specifications, negotiate rates, review quotes, bind policies, and monitor client accounting while maintaining data integrity.

The role requires an Associate's degree (or equivalent), 6+ years of related experience, and a valid insurance license, with CE compliance ongoing.

Qualifications

• Associate's degree (or equivalent) required with strong insurance industry awareness.
• Minimum 6+ years of related work experience in insurance/accounts management.
• Valid Insurance License and ongoing continuing education.

Responsibilities

• Provides customer service and overall service for assigned clients and policies.
• Supports Producer in developing new business opportunities on existing accounts.
• Initiates renewal process and helps craft renewal strategy with Producer.
• Analyzes exposures, drafts renewal or new business specs for marketing.
• Negotiates rates, reviews quotes, and ensures accuracy and competitiveness.
• Prepares proposals, binders, and certificates; coordinates with carriers.
• Reviews policies for accuracy and contracts; summarizes coverage for clients.
• Ensures client accounting inquiries are resolved and receivables are tracked.
• Participates in claims process as directed by management.
• Provides guidance to staff and notifies brokers of retention information.
• Meets with clients as needed, manages collected fees and balances within 90 days.

Skills

Microsoft Office

Verbal/written communication

Customer service

Leadership

Teamwork

Education

Associate's Degree or equivalent

Job description

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND 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.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degreeor 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

SKILLS

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



#LI-EA1

#LI-Remote