Alliant Insurance Services · 2 days ago
Account Manager Lead
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Insider Connection @Alliant Insurance Services
Responsibilities
Creates marketing submissions and works with various carriers to obtain quotes as required;
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 the renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects discrepancies including assisting in collections on past due accounts;
Prepares presentations, proposals, summaries, or schedules of coverage for clients as required;
May participate in client meetings to review coverage;
Researches requests for information from Underwriters;
Composes correspondence to insureds and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with Producer;
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 from Producers or identifies and develops cross-sell opportunities;
Fosters and manages the overall relationship with clients ensuring retention of a large market book of business and high satisfaction in coordination with the producer;
Participates in the claims process as necessary;
Notifies Brokers and Producers of pertinent information related to client retention;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of the 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
Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
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.
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown· Undisclosed
2007-06-03Acquired· by Blackstone Group
Leadership Team
Recent News
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2024-06-05
2024-06-04
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