Alliant Insurance Services · 1 week ago

Account Manager - Commercial Lines

Oceanside, CA

Full-time

Onsite

Senior Level

8+ years exp

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Hiring Manager

Kristi Gruber, CDR

Insider Connection @Alliant Insurance Services

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;

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;

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;

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 review contracts;

Prepares summaries and/or schedules of coverage for clients;

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

Provides technical guidance to staff assisting with client needs or procedural issues;

Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;

Notifies producer of pertinent information related to client retention;

Meets with clients as needed or directed by Producer;

Provides mentoring to staff to support immediate supervisor;

Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

Qualification

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Insurance licenseContinuing educationCareer path requirementsMicrosoft OfficeProblem-solvingHard-workingTeamworkLeadershipCustomer serviceCommunicationTime management