Senior Commercial Lines Account Manager

Alliant Insurance Services; Georgia; Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Alliant Insurance Services is seeking a client-focused professional to manage service for assigned customers and policies, support renewal activity, and assist Producers with new business opportunities. This role requires strong communication, organizational, and teamwork skills in a fast-paced environment.

The candidate should have an Associate’s Degree or equivalent, six or more years of related experience, and a valid insurance license with ongoing CE.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Microsoft Office Suite

Excellent verbal and written comms

Excellent customer service

Leadership & time management

Teamwork

Ausbildung

Associate's Degree or equivalent

Six or more years related experience

Valid Insurance License

Continuing Education requirements

Jobbeschreibung

Alliant Insurance Services is seeking a client-focused professional to manage service for assigned customers and policies, support renewal activity, and assist Producers with new business opportunities. This role requires strong communication, organizational, and teamwork skills in a fast-paced environment.

The candidate should have an Associate’s Degree or equivalent, six or more years of related experience, and a valid insurance license with ongoing CE.