Remote Insurance Account Manager - Renewals & Growth

Alliant; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Alliant in Kentucky is seeking a customer service-focused professional to manage service for assigned clients and policies, and to support Producer-led new business efforts.

Responsibilities include initiating renewals, analyzing exposures, marketing rates, preparing proposals, and binding coverage. You will also assist with client accounting, claims coordination, and ensuring data integrity in the agency system.

Qualifications

• Associate's degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License required.
• 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 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

Microsoft Office Suite

Communication skills

Customer service skills

Leadership

Teamwork

Time management

Education

Associate's Degree

6+ years experience

Insurance License

CE requirements

Job description

Alliant in Kentucky is seeking a customer service-focused professional to manage service for assigned clients and policies, and to support Producer-led new business efforts.

Responsibilities include initiating renewals, analyzing exposures, marketing rates, preparing proposals, and binding coverage. You will also assist with client accounting, claims coordination, and ensuring data integrity in the agency system.