Assistant Account Manager- Public Entity P&C

2 weeks ago

San Francisco, United States Hallcon Full time

Assistant Account Manager- Public Entity P&C San Francisco, CA, USA Req #2823
Monday, November 11, 2024
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.
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES Packages and markets applications to various carriers to obtain quotes;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Manages renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
May participate in client meetings to review coverage;
Gathers information for applications;
Prepares presentations and proposals for clients;
Researches requests for information from underwriters;
Composes correspondence to insured and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
Prepares draft certificate templates for review and approval;
Analyzes certificate requests and ensures clients needs are met;
Inputs applications and creates letters, and other forms of correspondence;
Binds insurance coverage and prepares insurance binders;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience.
Four (4) or more 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.
Excellent customer service skills, including telephone and listening skills.
Good problem solving and time management skills.
Ability to work within a team and to foster teamwork.
Proficient in Microsoft Office Suite.

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