Alliant Insurance Services · 6 hours ago

Account Manager - Commercial Lines - Remote

South Carolina, United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

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Responsibilities

Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction; Generalist, Real Estate, Habitational

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;

Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;

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;

Provides 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 producer of pertinent information related to client retention;

Meets with clients as needed or directed by Producer;

Provides mentoring to staff to support immediate supervisor;

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);

Other duties as assigned.

Qualification

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Valid insurance licenseApplied EPICMicrosoft Office SuiteCustomer service skillsTime management skillsTeamwork ability