Alliant Insurance Services · 2 days ago

Account Manager Lead

United States

Full-time

Remote

Senior Level

5+ 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

Creates marketing submissions and works with various carriers to obtain quotes as required;

May negotiate prices, commissions, and/or coverages with carriers;

Reviews policies for accuracy, identifies deficiencies, and may make recommendations for broader coverage(s)/limit(s);

Manages the renewal process for expiring policies;

Reviews client accounting history, responds to accounting inquiries, and corrects discrepancies including assisting in collections on past due accounts;

Prepares presentations, proposals, summaries, or schedules of coverage for clients as required;

May participate in client meetings to review coverage;

Researches requests for information from Underwriters;

Composes correspondence to insureds and/or underwriters;

Discusses and assists in setting renewal and/or new business marketing strategy with Producer;

Binds insurance coverage and prepares binders;

Prepares certificate templates;

Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;

Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

Fosters and manages the overall relationship with clients ensuring retention of a large market book of business and high satisfaction in coordination with the producer;

Participates in the claims process as necessary;

Notifies Brokers and Producers of pertinent information related to client retention;

Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of the 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 requirementsEncouragementCommunication