Wrap-Up Program Administrator

Alliant; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Alliant is seeking an Account Manager to oversee OCIP and CCIP wrap-up programs, managing client relationships and renewal strategies. The role requires collaboration with the Producer, interface with insurance market relationships on existing accounts, and strong computer skills.

Ideal candidates have an associates degree or equivalent, four+ years of related experience, and a valid insurance license with CE requirements. Proficiency in Microsoft Office Suite is expected.

Qualifications

• Associates degree or equivalent combination of education and experience.
• Valid Insurance license and ongoing CE requirements for license renewal.
• Four (4) or more years of related work experience.

Responsibilities

• Provide administrative support to an assigned group of wrap-up clients.
• Support Producer in developing new business opportunities for existing clients and prospects.
• Initiate renewal process for existing clients and discuss renewal strategy with the Producer.
• Analyze and compare current exposures and develop renewal or new business specs for marketing.
• Review and summarize marketing results and prepare proposals.
• Assist with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations.
• Resolve customer service inquiries requiring research and carrier/agent interactions.
• Conduct marketing, negotiate rates, review quotes and coverage for competitiveness and accuracy.
• Finalize proposals and presentations with the Producer.
• Prepare renewals and client information presentations and assist in RFP responses.

Skills

Verbal and written communication

Planning and organization

Teamwork and collaboration

Customer service

Microsoft Office Suite

Education

Associates degree or equivalent

Job description

SUMMARY

Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large. The position requires account management and sales support skills, client relationship management, and occasional interface with the insurance market relationships on existing accounts. This position also requires superior computer skill and ability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;
• 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;
• Reviews and summarizes marketing results and prepares proposals;
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
• Resolves customer service inquiries that require research and interactions with carriers or agents;
• Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;
• Finalizes proposals and presentations in coordination with Producer;
• Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
• Meets with clients as needed or directed by Producer;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

Four (4) or more years related work experience

• Valid Insurance license
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer services skills, including telephone and listening skills
• Proficient in Microsoft Office Suite

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