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Account Manager

🔥 2 minutes ago

🏄 California – Remote

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⏰ Full Time

🟡 Mid-level

đźź  Senior

đź’° Account Manager

đź‘» Ghost score 10%

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Logo of Alliant Insurance Services

Alliant Insurance Services

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

đź’Ľ Consulting

đź’° $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.

đź“‹ Description

• Provide customer service and overall service for assigned customers and/or policies • Solicit new business on existing accounts and support Producer-led new business efforts • Support the Producer in developing new business opportunities for existing clients and prospects • Initiate renewals and develop renewal strategies with the Producer • Analyze exposures and develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy • Review and summarize marketing results and prepare proposals • Finalize proposals and presentations with the Producer • Bind insurance coverage and prepare binders and/or delegate certificate issuance • Review policies for accuracy and review contracts • Prepare coverage summaries and/or schedules for clients • Review client accounting history, respond to inquiries, correct discrepancies, and contact clients regarding receivable collections • Participate in the claims process, including claim submission, follow-up, and communication • Provide technical guidance to staff assisting with client needs or procedural issues • Notify brokers of pertinent information related to client retention • Meet with clients as needed or directed by the Producer • Collect fees and reconcile and resolve outstanding balances within 90 days of invoicing • Maintain complete and accurate information in accordance with agency management system data standards • Perform other duties as assigned

🎯 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

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