Strategic Insurance Account Manager

Alliant Insurance Services; Milwaukee (WI); Sur place; USD 50 000 - 80 000; Plein temps

Résumé du poste

Alliant Insurance Services is seeking a dedicated professional to provide customer service and overall service for assigned clients and policies. You will support Producer-led new business efforts, solicit renewals, and assist with marketing, proposals, and binding of insurance coverage.

The role requires strong communication, team collaboration, and attention to detail to ensure accurate coverage and timely billing and renewals.

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.

Responsabilités

• 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.

Connaissances

Microsoft Office

Verbal & written communication

Customer service

Leadership

Teamwork

Formation

Associate's Degree or equivalent

Six+ years related work experience

Valid Insurance License

Outils

Microsoft Office Suite

Description du poste

Alliant Insurance Services is seeking a dedicated professional to provide customer service and overall service for assigned clients and policies. You will support Producer-led new business efforts, solicit renewals, and assist with marketing, proposals, and binding of insurance coverage.

The role requires strong communication, team collaboration, and attention to detail to ensure accurate coverage and timely billing and renewals.