Alliant Insurance Services · 3 hours ago
Account Manager
ConsultingFinancial Services
Insider Connection @Alliant Insurance Services
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Responsibilities
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;
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;
Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
Provides technical guidance to staff assisting with client needs or procedural issues;
Notifies brokers of pertinent information related to client retention;
Meets with clients as needed or directed by Producer;
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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Required
Associate's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid Insurance License
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Recent News
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