Account Manager – Energy

🕒 October 3

🍂 Massachusetts – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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Logo of Alliant Insurance Services

Alliant Insurance Services

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Initiates renewal process for existing clients and discusses renewal strategy with manager or lead • Analyzes and compares current exposures and follows renewal or new business procedures for marketing • Provides reports and reviews quotes and coverages for accuracy • Reviews policies for accuracy and reviews contracts • Prepares summaries and/or schedules of coverage for clients • Provides mentoring and technical guidance to staff assisting with client needs or procedural issues • Participates in the claims process, including claim submission, follow-up, and overall communication • Notifies manager or leader of pertinent information related to client retention • Meets with clients as needed or directed • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients regarding receivable collections • Collects fees, reconciles accounts, and resolves outstanding balances within 90 days of invoicing • Manages daily account servicing, including policies and endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, policy forms, coverage comparisons, loss analysis, and coverage questions • Maintains complete and accurate information in the agency management system • Performs duties in accordance with company policies, procedures, and applicable laws • Performs other duties as assigned

🎯 Requirements

• Bachelor's 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 • In-depth insurance knowledge • Excellent verbal and written communication skills • Good leadership, problem solving and time management skills • Ability to work within a team and to foster teamwork • Ability to prioritize work for multiple projects and deadlines • Proficient in Microsoft Office Suite

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