Overview
Commercial Account Manager role at Alliant Insurance Services. Responsible for providing customer service and overall service of assigned customers and / or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
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 renewal process for expiring policies.
- Prepares presentations and / or proposals for clients.
- 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 or Supervisor.
- Binds insurance coverage and prepares binders.
- Prepares certificate templates and analyzes certificate requests 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 overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with 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 invoicing date.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
- Other duties as assigned.
Qualifications
Education / Experience
Bachelor's degree or equivalent combination of education and experienceFour (4) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by SupervisorSkills
Excellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsExcellent organization skills with effective time management skillsStrong analytical skillsAdvanced planning and prioritization skillsStrong attention to detailGood problem solving skillsAbility to work within a team and to foster teamworkAbility to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contactsThorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agencyProficient in Microsoft Office SuiteHow to apply
For immediate consideration for this position, please click on the "Apply Now" button.
Equity and Inclusion
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.
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