Strategic Personal Lines Account Manager

Alliant Insurance Services; Irvine (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

Alliant Insurance Services is seeking a client service professional to manage assigned customers and policies, support Producer-led new business, and ensure high retention. You will analyze exposure, prepare submissions, bind coverage, issue certificates, and coordinate with carriers.

Ideal candidates have a Bachelor's degree, 4+ years in insurance, a valid license, and strong communication skills. This role emphasizes relationship management, accuracy, and proactive service in a fast-paced

Qualifications

• Bachelor's degree or equivalent required; 4+ years in insurance.
• Valid insurance license and ongoing CE requirements.
• Proven customer service and communication skills.

Responsibilities

• Identify client needs through exposure analysis.
• Develop program design to solve client needs from exposure/risk analysis.
• Prepare and submit marketing submissions for new/renewal business with Producer.
• Prepare insurance summaries and proposals as needed.
• Communicate binder requests to carriers and issue binders as needed.
• Verify accuracy of issued policies and endorsements.
• Process policy changes and endorsements as received.
• Issue certificates, binders, and evidences of insurance as needed.
• Prepare summaries and proposals; visit clients and prospects as necessary.
• Service accounts and assist with claims as needed.
• Complete applications, obtain quotes, and prepare proposals.
• Bind coverage and issue binders; manage certificates.
• Review coverage to determine appropriate levels.
• Review client accounting history and contact on receivables.
• Maintain client relationships to retain accounts.
• Manage renewal processes; handle fee collections when applicable.

Skills

Communication

Customer service

Organization

Time management

Teamwork

Personal lines insurance

MS Office

Education

Bachelor's degree or equivalent

4+ years experience in insurance

Insurance license

Continuing education requirements

Tools

Microsoft Office

Job description

Alliant Insurance Services is seeking a client service professional to manage assigned customers and policies, support Producer-led new business, and ensure high retention. You will analyze exposure, prepare submissions, bind coverage, issue certificates, and coordinate with carriers.

Ideal candidates have a Bachelor's degree, 4+ years in insurance, a valid license, and strong communication skills. This role emphasizes relationship management, accuracy, and proactive service in a fast-paced