Account Manager

🕒 Julho 31

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Alliant Insurance Services

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1925

🛡️ Seguros

🤝 B2B

💼 Consultoria

💰 $690.000.000 Debt Financing - Alliant Insurance Services em 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services é uma corretora de seguros e empresa de gestão de riscos nacional que oferece seguros de propriedade e acidentes, consultoria de benefícios para empregados, resseguros, assistência em sinistros, preparação e recuperação de desastres, seguro cativo e uma variedade de soluções de risco específicas para indústrias (por exemplo, agronegócio, aviação, construção civil, cibernético, energia, saúde, imóveis e hospitalidade, transporte). A empresa enfatiza a consultoria de benefícios e serviços de capital humano além da corretagem tradicional, posicionando-se como uma consultoria completa para clientes comerciais. A Alliant é uma das maiores corretoras dos EUA, registrando aproximadamente $5,7 bilhões em receita e mais de $55 bilhões em prêmios, estando entre as principais corretoras nacionais e globais.

Descrição

• Responsible for providing customer service and overall service of assigned customers and/or policies • Soliciting new business on existing accounts • Supporting Producer-led new business efforts • Supports Producer in developing new business opportunities for existing clients and prospects • Initiates renewal process for existing clients • 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 contracts • Prepares summaries and/or schedules of coverage for clients • Reviews client accounting history and responds to accounting inquiries • Participates in claims process as directed by management • 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 and reconciliation within 90 days of invoicing date • Complies with agency management system data standards and data integrity

🎯 Requisitos

• 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 • Proficient in Microsoft Office Suite • Excellent verbal and written communication skills • Excellent customer service skills, including telephone and listening skills • Good leadership, problem solving and time management skills • Ability to work within a team and to foster teamwork