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Alliant Insurance Services · 1 month ago

Assistant Account Manager - Commercial P&C Insurance

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

6+ years exp

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

ConsultingFinancial ServicesInsurance

Responsibilities

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

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

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

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, 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)

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates

Other duties as assigned

Qualification

Valid insurance licenseSix years related experienceMicrosoft Office SuiteCustomer service skillsCommunication skillsLeadership skillsProblem solving skillsTime management skillsTeamwork ability