Strategic Insurance Account Manager

Alliant Insurance Services; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced, client‑focused professional to manage assigned customers and policies, support producer-led new business efforts, and deliver exceptional service within a dynamic, growth‑oriented team.

You will renew existing clients, analyze exposures, prepare marketing materials, negotiate rates, finalize proposals, and assist with claims and client accounting while upholding data integrity and compliance.

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

Microsoft Office Suite

Verbal and written communication

Customer service

Leadership and time management

Teamwork

Education

Associate degree or equivalent

6+ years of related experience

Insurance license

Continuing education (CE) requirements

Job description

Alliant Insurance Services is seeking an experienced, client‑focused professional to manage assigned customers and policies, support producer-led new business efforts, and deliver exceptional service within a dynamic, growth‑oriented team.

You will renew existing clients, analyze exposures, prepare marketing materials, negotiate rates, finalize proposals, and assist with claims and client accounting while upholding data integrity and compliance.