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Alliant Insurance Services · 19 hours ago

Assistant Account Manager - Commercial P&C Insurance

Honolulu, HI

Full-time

Onsite

Entry Level

2+ 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 supporting Producers by servicing existing accounts and soliciting new business, along with independent responsibility for servicing and retention of assigned customers/policies.

ConsultingFinancial ServicesInsurance

Responsibilities

Creates marketing submissions and works with various carriers to obtain quotes

May negotiate prices, commissions, and/or coverages with carriers

Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s)

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

Researches requests for information from Underwriters

Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients

Composes correspondence to insureds and/or Underwriters

Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor

Binds insurance coverage and prepares binders

Prepares certificate templates

Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed

Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities

Participates in the claims process as necessary

Notifies Brokers and Producers 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 SuiteAnalytical skillsPlanning skillsRelationship managementVerbal communication skillsWritten communication skillsOrganization skillsTime management skillsAttention to detailProblem solving skillsTeamwork ability