Senior Remote Insurance Account Manager

Alliant Insurance Services; Lodi (CA); Remote; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced insurance professional to provide customer service and manage service for assigned accounts and policies. The role includes soliciting new business on existing accounts and supporting Producer-led new business efforts.

You will collaborate with Producers on renewals, analyze exposures for marketing, and help prepare proposals and bind coverage. Strong communication and servicing skills are essential for success in this fast-paced environment.

Qualifications

• Six or more years of related work experience.
• Valid Insurance License.
• Continued CE 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.

Skills

Microsoft Office

Communication skills

Customer service

Leadership & time management

Teamwork

Education

Associate's Degree or equivalent

Job description

Alliant Insurance Services is seeking an experienced insurance professional to provide customer service and manage service for assigned accounts and policies. The role includes soliciting new business on existing accounts and supporting Producer-led new business efforts.

You will collaborate with Producers on renewals, analyze exposures for marketing, and help prepare proposals and bind coverage. Strong communication and servicing skills are essential for success in this fast-paced environment.