Account Manager

🔥 12 hours ago

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

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

• 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

🎯 Requirements

• 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