Insurance Account Manager

3 days ago


San Diego, California, United States Alliant Insurance Services Full time
Job Summary

We are seeking a highly skilled and motivated Insurance Account Representative to join our team at Alliant Insurance Services. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain business.

Key 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
  • Binds insurance coverage and prepares insurance binders
  • Assists with the preparation of presentations and/or proposals for clients
  • Gathers information for applications
  • Researches requests for information from underwriters
  • Composes correspondence to insured and/or underwriters
  • Inputs applications and creates letters, and other forms of correspondence
  • Prepares draft certificate templates for review and approval
  • Analyzes certificate requests and ensures clients needs are met
  • Complies with agency management system data standards and data integrity
Requirements
  • Associates degree or equivalent combination of education and experience
  • 2-4 years related work experience
  • Valid insurance license and completion of one insurance class required
  • Must continue to meet Continuing Education requirements for license renewal
  • Encouraged to complete Career Path requirements as communicated by supervisor
What We Offer

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.



  • San Diego, California, United States Alliant Insurance Services Full time

    Job Title: Insurance Account RepresentativeWe are seeking a highly skilled Insurance Account Representative to join our team at Alliant Insurance Services. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and protect their...


  • San Diego, California, United States Insurance Search Specialists Full time

    Job OpportunityWe are seeking a highly skilled Commercial Insurance Account Manager Assistant to support our account management team in servicing and marketing commercial accounts. This role is ideal for individuals looking to enhance their careers in commercial insurance, providing a supportive pathway for professional growth and development.Key...


  • San Diego, California, United States 50192 Hub International Insurance Services Inc. Full time

    About HUBHUB is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is on providing customers with peace of mind through tailored insurance solutions and unrelenting advocacy.The OpportunityAs a Customer Service professional at HUB, you will provide critical support to our customers through...


  • San Diego, California, United States 50192 Hub International Insurance Services Inc. Full time

    About HUBHUB is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. With a focus on providing customers with peace of mind, our team of professionals across North America offers tailored insurance solutions that put clients in control.The OpportunityAs a Customer Service professional at HUB, you will...


  • San Francisco, California, United States USI Insurance Services Full time

    Job Summary:We are seeking a highly skilled and experienced Insurance Account Manager to join our team at USI Insurance Services. As an Insurance Account Manager, you will be responsible for managing complex commercial property and casualty accounts, developing and maintaining strong working relationships with customers and prospects, and effectively...


  • San Diego, California, United States Ben E. Keith Full time

    Job Title: Insurance Account ManagerWe are seeking a highly skilled Insurance Account Manager to join our team at Ben E. Keith. As an Insurance Account Manager, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain business.Key Responsibilities:Packages and...


  • San Diego, California, United States Jobot Full time

    Personal Lines Account ManagerWe are a fast-growing insurance broker seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts.Key Responsibilities:Respond to client calls about policy changes, updates, and coverage questionsCross-sell on potential bundle saving opportunitiesProvide timely and...


  • San Diego, California, United States Jobot Full time

    About the RoleWe are a fast-growing insurance broker seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts.Key ResponsibilitiesRespond to client calls about policy changes, updates, and coverage questionsCross-sell on potential bundle saving opportunitiesUp-sell clients to ensure they have the...


  • San Diego, California, United States Jobot Full time

    About the RoleWe are a fast-growing insurance brokerage firm seeking a licensed Personal Lines Account Manager to support one of our producers' books of personal insurance accounts.Key ResponsibilitiesRespond to client inquiries regarding policy changes, updates, and coverage questionsCross-sell potential bundle saving opportunities to clientsProvide timely...


  • San Diego, California, United States Marsh LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Insurance Account Manager to join our team at Marsh & McLennan Agency. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesDevelop and implement client service strategies to meet and...


  • San Francisco, California, United States USI Insurance Services Full time

    Job SummaryUSI Insurance Services is seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team. As a key member of our organization, you will be responsible for managing complex commercial property and casualty accounts, developing and maintaining strong working relationships with customers and prospects, and effectively...


  • San Francisco, California, United States Insurance Search Specialists Full time

    Job OpportunityWe are seeking a skilled and experienced Commercial Insurance Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines insurance team, you will be responsible for managing a portfolio of clients and developing new business opportunities.Key Responsibilities:Manage client relationships and...


  • San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full time

    Account Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you'll be responsible for delivering exceptional customer service and driving business growth through strategic account management.Key...


  • San Diego, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for providing exceptional client service and support to our personal lines clients.Key ResponsibilitiesSupport and service a wide range of personal lines accountsSupport agency producers with customer...


  • San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full time

    Account Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a highly skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you will be responsible for providing exceptional customer service and driving business growth through strategic account management.Key...

  • Account Manager

    2 minutes ago


    San Diego, California, United States Insurance Office of America Full time

    Job SummaryWe are seeking a highly skilled and experienced Account Manager to join our team at Insurance Office of America. As an Account Manager, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Manage client relationships and develop strategic plans to...


  • San Diego, California, United States Insurance Search Specialists Full time

    Job OpportunityWe are seeking a highly skilled Commercial Lines Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines team, you will be responsible for managing and growing a portfolio of commercial insurance accounts, including small business and middle-market clients.This is an excellent opportunity for a...

  • Account Manager

    2 weeks ago


    San Diego, California, United States Alliant Insurance Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Account Executive to join our team at Alliant Insurance Services. As a key member of our Employee Benefits team, you will be responsible for collaborating with clients to develop and execute strategic plans that meet their unique needs.Key ResponsibilitiesManage client relationships and develop...


  • San Diego, California, United States Insurance Search Specialists Full time

    Job OpportunityWe are seeking a highly skilled Commercial Lines Account Manager to join our team at Insurance Search Specialists. As a key member of our commercial lines team, you will be responsible for managing and growing a portfolio of commercial insurance accounts, including small business and middle-market clients.Key Responsibilities:Client...


  • San Fernando, California, United States Momentous Insurance Brokerage | Marsh & McLennan Agency LLC Full time

    Account Manager - Personal Lines InsuranceAt Momentous Insurance Brokerage | Marsh & McLennan Agency LLC, we're seeking a highly skilled Account Manager to join our Personal Lines Insurance team. As an Account Manager, you will be responsible for providing exceptional customer service, managing customer relationships, and driving business growth.Key...