Senior Commercial Insurance Account Manager - Remote

Alliant Insurance Services; Charlotte (NC); Remote; USD 60,000 - 85,000; Full time

Job summary

Alliant Insurance Services is a leading insurance brokerage and consulting firm with a national network. We seek a seasoned professional to provide exceptional service to assigned clients and policies, assist producers with new business, and support renewal activities.

You will analyze exposures, market risk, and terms, coordinate marketing, quotes, and proposals, and manage binders and certificates. A valid license and CE requirements are essential.

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.
• 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 and written communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's Degree or equivalent

Insurance License

Job description

Alliant Insurance Services is a leading insurance brokerage and consulting firm with a national network. We seek a seasoned professional to provide exceptional service to assigned clients and policies, assist producers with new business, and support renewal activities.

You will analyze exposures, market risk, and terms, coordinate marketing, quotes, and proposals, and manage binders and certificates. A valid license and CE requirements are essential.