Account Manager - Commercial Lines (Remote) jobs in United States
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Alliant Insurance Services · 5 months ago

Account Manager - Commercial Lines (Remote)

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Account Manager - Commercial Lines is responsible for providing customer service and overall service of assigned customers and policies, soliciting new business on existing accounts, and supporting Producer-led new business efforts.

ConsultingFinancial ServicesInsurance

Responsibilities

Supports Producer in developing new business opportunities for existing clients and prospects
Analyzes certificate, endorsement, and audit requests
Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commission, premium, attachments, etc
Facilitates flow of information from agents and underwriters, whether to internal teams and/or clients
Initiates cancellation and non-renewal notices timely according to statutory and contractual requirements
Responds promptly to all requests from internal team, (re)insurers or clients regarding account servicing issues
Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to queries and concerns with a prompt resolution
Provides and/or assists with quotations and binders for new business, renewals and endorsements
Proactively initiates and coordinates renewal activity on assigned accounts
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
Notifies brokers of pertinent information related to client retention
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned

Qualification

Valid insurance licenseCustomer service skillsMicrosoft Office SuiteVerbal communication skillsWritten communication skillsTeamworkLeadership skillsProblem solving skillsTime management skills

Required

Associates 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
Encouraged to complete Career Path requirements as communicated by supervisor
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite

Benefits

Comprehensive, high quality employee programs
Very competitive financial package

Company

Alliant Insurance Services

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Alliant Insurance Services is a distributor of diversified insurance products and services.

Funding

Current Stage
Late Stage
Total Funding
$690M
Key Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired

Leadership Team

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Stephanie Beach
Senior Vice President, Employee Benefits
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Todd Schwartz
Senior Vice President
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Company data provided by crunchbase