Alliant Insurance Services · 3 months ago
Account Manager - Financial Institutions
United States
Full-time
Remote
Mid Level
$78K/yr - $90K/yr
4+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Account Manager is responsible for managing all aspects of assigned accounts, ensuring accuracy in policies and coverage, and developing renewal strategies to drive client retention and support business growth.
ConsultingFinancial ServicesInsurance
Responsibilities
Initiates renewal process for existing clients, discusses renewal strategy with manager or lead
Analyzes and compares current exposures, follows renewal or new business procedures for marketing
Provides reports, reviews quotes and coverages for accuracy
Reviews policies for accuracy and review contracts
Prepares summaries and/or schedules of coverage for clients
Provides mentoring and 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 manager or leader of pertinent information related to client retention
Meets with clients as needed or directed by manager or leader
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Qualification
Required
Bachelor's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
In-depth insurance knowledge
Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
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
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