Alliant Insurance Services · 3 hours ago
Account Manager Lead - Commercial (Remote)
United States
Contract
Remote
Senior Level
6+ years exp
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Responsibilities
Supports Producer in developing new business opportunities for existing clients and prospects; Real Estate, Generalist
Analyzes certificate, endorsement, and audit requests.
Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commission, premium, attachments, etc.
Facilitates flow of information from agents and underwriters, whether to internal teams and/or clients.
Initiates cancellation and non-renewal notices timely according to statutory and contractual requirements.
Responds promptly to all requests from internal team, (re)insurers or clients regarding account servicing issues.
Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to queries and concerns with a prompt resolution.
Provides and/or assists with quotations and binders for new business, renewals and endorsements.
Proactively initiates and coordinates renewal activity on assigned accounts.
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.
Notifies brokers 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
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Required
Associates degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
Preferred
Encouraged to complete Career Path requirements as communicated by supervisor
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
5,001-10,000 employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown· undefined
2007-06-03Acquired· undefined
Leadership Team
Todd Schwartz
Senior Vice President
Esther Magner
Vice President and Producer for Employee Benefits Group
Recent News
Coverager - Insurance news and insights
2024-11-25
2024-11-11
2024-10-29
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