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Alliant Insurance Services · 16 hours ago

Assistant Account Manager

San Marcos, CA, USA

Full-time

Onsite

Mid Level

4+ years exp

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Assistant Account Manager will provide customer service and support Producers by servicing existing accounts and soliciting new business, with independent responsibility for servicing and retention of assigned customers/policies.

ConsultingFinancial ServicesInsurance

Responsibilities

Packages and markets applications to various carriers to obtain quotes

Negotiates prices, commissions, and/or coverages with carriers

Reviews policies, identifies deficiencies and determines appropriate level of coverage

Manages renewal process for expiring policies

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

May participate in client meetings to review coverage

Gathers information for applications

Prepares presentations and proposals for clients

Researches requests for information from underwriters

Composes correspondence to insured and/or underwriters

Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor

Prepares draft certificate templates for review and approval

Analyzes certificate requests and ensures clients needs are met

Inputs applications and creates letters, and other forms of correspondence

Binds insurance coverage and prepares insurance binders

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 SuiteProblem Solving SkillsTyping SkillsVerbal Communication SkillsWritten Communication SkillsTime Management SkillsTeamwork Ability