Alliant Insurance Services · 8 hours ago
Account Manager Lead - Commercial Insurance
Tennessee, United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Account Manager Lead is responsible for providing customer service and managing relationships with clients to ensure satisfaction and retention of business while supporting new business efforts.
ConsultingFinancial ServicesInsurance
Responsibilities
Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction
Reviews client team’s RFPs
Selects markets for solicitation
Analyzes market proposals for verification of benefits, premiums, and competitiveness
Reviews coverage contracts for accuracy of policy provisions
Meets with clients for pre-renewal strategy, proposal delivery and explanation
Conducts client open enrollment meetings and answers questions regarding benefit coverage
Negotiates with markets for benefits premium concessions
Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues
Manages new carrier and plan implementations for book of business
Ensures team prepares claims experience and utilization reports and reviews for accuracy
Reacts, processes, and follows up on new business
Meets with clients as needed or directed by Producer
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
Performs other duties as assigned
Qualification
Required
Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
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
Superior leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase