Account Manager Lead

4 weeks ago


Chicago, Illinois, United States Alliant Insurance Services Full time
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.


SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
  • 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;
  • Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
  • 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;
  • Provides technical guidance to staff assisting with client needs or procedural issues;
  • Participates in the claims process as directed by management, including claim submission, followup and overall communication;
  • Notifies producer of pertinent information related to client retention;
  • Meets with clients as needed or directed by Producer;
  • Provides mentoring to staff to support immediate supervisor;
  • 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 experience

  • 10 years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization 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

LI-RF1


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.
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.

For more information on Alliant Insurance Service's benefits, click here.
  • Lead Accountant

    4 weeks ago


    Chicago, Illinois, United States NewCold Full time

    Lead AccountantThis is NewCold NewCold is service provider in cold chain logistics with a focus on thedevelopment and operation of large, highly automated cold stores. NewColdstrives to be crucial in the cold chain of leading food companies, by offeringadvanced logistic services worldwide. We use latest technology that empowersour people, to handle food...

  • Manager, Accounting

    4 weeks ago


    Chicago, Illinois, United States Mondelēz International Full time

    Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. The Manager of Accounting and External Reporting is responsible for overseeing aspects of the monthly accounting close process, determining technical accounting positions, managing external reporting disclosures,...


  • Chicago, Illinois, United States Kraft Heinz Full time

    Job DescriptionInternal Title: Group Lead, GBS North America - Account to ReportHere at Kraft Heinz, we grow our people to grow our business, because we believe that great people make great companies. When you join our table, you can expect access to an array of holistic wellness benefits* and perks, including medical, dental and vision coverage, 7% 401(k)...

  • Accounting Manager

    4 weeks ago


    Chicago, Illinois, United States CoreBuilt Contracting, Inc. Full time

    Job Description Job Description Position Overview:Do you possess an excellent understanding of the financial and accounting landscape, coupled with the expertise to lead a team towards fiscal success and strategic growth? If so, we need youWe are a leading greater Chicagoland commercial general contractor, looking to appoint an experienced Accounting Manager...

  • Accounting Manager

    3 weeks ago


    Chicago, Illinois, United States Optiver Full time

    Our Finance team is looking for an Accounting Manager to co-manage our monthly close and year-end audit, as well as the integrity and completion of financial, regulatory, and ad hoc reporting deliverables. As an Accounting Manager, you will play a key role in the business operations at Optiver, collaborating with team leads across the organization to support...

  • Accounting Manager

    4 weeks ago


    Chicago, Illinois, United States Publicrecapparel Full time

    As our Accounting Manager, you will be a key contributor to our finance team. You willreport to the Finance Director and will play a critical role in our accounting and financialreporting functions, including working closely with the FP&A team and senior management. The optimal candidate is excited about the potential of building and leading anaccounting...

  • Accounting Manager

    4 weeks ago


    Chicago, Illinois, United States FriendHealth Full time

    Position Summary The Accounting Manager will oversee our financial operations and maintain the integrity of our accounting records and processes. The ideal candidate will demonstrate expertise in financial management, exceptional leadership and communication skills, and a commitment to ensuring accuracy and compliance within the accounting...

  • Accounting Manager

    4 weeks ago


    Chicago, Illinois, United States project44 Full time

    Why project44?At project44 we're on a mission - to make supply chains work.project44 optimizes the movement of products globally, delivering better resiliency, sustainability, and value for our customers. As the supply chain connective tissue, we operate the most trusted end-to-end visibility platform that tracks more than 1 billion shipments annually for...

  • Account Manager

    4 weeks ago


    Chicago, Illinois, United States EnviroServe Chemicals Inc Full time

    We are seeking a motivated and experienced Rail Account Manager to join our team. The ideal candidate will have a strong understanding of railroad hazmat and environmental regulations, as well as experience with environmental compliance, emergency response and the waste management industry. The Account Manager will be responsible for generating new leads,...

  • Account Manager

    2 weeks ago


    Chicago, Illinois, United States tapwage Full time

    Who we are...Verra Mobility is a global leader in smart mobility. We develop technology-enabled solutions that help the world move safely and easily. We are fostering the development of safe cities, working with police departments and municipalities to install over 4,000 red-light, speed, and school bus stop arm safety cameras across North America. We are...

  • Account Manager

    4 weeks ago


    Chicago, Illinois, United States WestRock Full time

    Description & Requirements WestRock (NYSE :WRK) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use...

  • Accounting Manager

    4 weeks ago


    Chicago, Illinois, United States HOATalent Full time

    Are you an accountant looking for a career move that not only provides a competitive salary and excellent company benefits but also offers significant growth opportunities and added responsibilities? Seeking a hybrid role that combines the camaraderie of an office with the flexibility of remote work? Look no further The CAM Collective , situated in the...

  • Account Manager

    4 weeks ago


    Chicago, Illinois, United States SOCIALDEVIANT Full time

    About SOCIALDEVIANTSOCIALDEVIANT is looking for an Account Manager to join our ambitious, infinitely kind, and limitlessly composed team of DEVIANTs in our West Loop Chicago Office (Remote start).At SOCIALDEVIANT, we're a modern agency for modern brands, delivering breakthrough creative and strategy for clients at lightning speed. It requires collaboration...


  • Chicago, Illinois, United States Impossible Foods Full time

    Impossible Foods is looking for a versatile Corporate Accounting Manager to join our growing team and help us scale for the future, in a fast-paced environment that's growing rapidly Our Corporate Accounting team is responsible for all aspects of the monthly close processes, financial and management reporting processes, financial systems, audits and...


  • Chicago, Illinois, United States Impossible Foods Full time

    Impossible Foods is looking for a versatile Corporate Accounting Manager to join our growing team and help us scale for the future, in a fast-paced environment that's growing rapidly Our Corporate Accounting team is responsible for all aspects of the monthly close processes, financial and management reporting processes, financial systems, audits and...

  • Account Manager

    4 weeks ago


    Chicago, Illinois, United States Veolia North America Full time

    Company Description At Veolia, we're on a mission to create a cleaner, more sustainable world by helping cities and industries optimize their resources. With over 10,000 technologies in our portfolio and the collective expertise of our passionate team, we're uniquely positioned to deliver innovative solutions that positively impact the environment. Job...

  • Account Manager

    4 weeks ago


    Chicago, Illinois, United States HUB International Full time

    In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in...


  • Chicago, Illinois, United States 1WorldSync Full time

    Are you an exceptional leader of high integrity, intellect, and character who can set a clear vision for the group and plan, hire, manage, and inspire global teams to achieve extraordinary results consistently quarter over quarter? Do you have a background in sales and account management? Are you goal-oriented and always looking for new opportunities to...


  • Chicago, Illinois, United States James Hardie Full time

    Join a Leading Company in Fiber Cement Home Siding SolutionsJames Hardie Building Products Inc. is a top player in fiber cement home siding and exterior design solutions in North America. Their products offer lasting beauty and versatile design options with reliable protection and minimal upkeep. This company was a pioneer in the development of modern fiber...


  • Chicago, Illinois, United States Impossible Foods Full time

    Impossible Foods is looking for a versatile Corporate Accounting Manager to join our growing team and help us scale for the future, in a fast-paced environment that's growing rapidly Our Corporate Accounting team is responsible for all aspects of the monthly close processes, financial and management reporting processes, financial systems, audits and...