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Account Manager - Commercial Insurance

Account Manager - Commercial Insurance

AlliantNew York, NY, US
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Overview

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

Working Hybrid from our 101 Park Ave offices

Responsibilities

  • Provide customer service and overall service of assigned customers and / or policies, solicit new business on existing accounts and support producer-led new business efforts.
  • Support the Producer in developing new business opportunities for existing clients and prospects.
  • Initiate renewal process for existing clients, and discuss and create renewal strategy with the Producer.
  • Analyze and compare current exposures and develop renewal or new business specifications for marketing.
  • Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy.
  • Review and summarize marketing results and prepare proposals.
  • Finalize proposals and presentations in coordination with the Producer.
  • Bind insurance coverage and prepare binders and / or delegate certificates issuance.
  • Review policies for accuracy and review contracts.
  • Prepare summaries and / or schedules of coverage for clients.
  • Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact client on receivable collections.
  • Participate in the claims process as directed by management, including claim submission, follow-up and overall communication.
  • Provide technical guidance to staff assisting with client needs or procedural issues.
  • Notify brokers of pertinent information related to client retention.
  • Meet with clients as needed or directed by the Producer.
  • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
  • Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
  • Other duties as assigned.

Qualifications

  • Associate's Degree or equivalent combination of education and experience
  • Six (6) or more years related work experience
  • Valid Insurance License
  • Skills

  • 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
  • LI-DR1

    We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

    For immediate consideration for this position, please click on the "Apply Now" button.

    Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

    If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.

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