Insurance Account Manager

6 days ago


New York, New York, United States Alliant Insurance Services Full time
Job Summary

We are seeking a highly skilled and experienced Insurance Account Manager to join our team at Alliant Insurance Services. As a key member of our client servicing team, you will be responsible for managing client relationships, developing new business opportunities, and supporting the performance development of departmental staff.

Key Responsibilities
  • Manage client relationships to maintain high account retention rates
  • Solicit new accounts through direct selling and cold calling
  • Renew existing business and evaluate client coverage portfolios to identify cross-selling opportunities
  • Service accounts, provide claims assistance, and analyze exposure bases to identify program deficiencies
  • Complete applications, obtain quotes, negotiate premiums, and prepare proposals and presentations
  • Bind coverage, prepare binders, and delegate certificates
  • Review coverage and determine appropriate levels of coverage
  • Meet with clients as needed and review accounting history to respond to inquiries and correct discrepancies
  • Provide technical expertise and mentoring to departmental staff
  • Support Unit Managers in compliance with corporate procedural guidelines
  • Collect fees, reconcile, and resolve outstanding balances within 90 days of invoicing date
  • Comply with agency management system data standards and data integrity
Requirements
  • Bachelor's degree or equivalent combination of education and experience
  • Ten (10) or more years related work experience
  • Valid insurance license
  • Continuing Education requirements for license renewal
  • Excellent verbal and written communication skills
  • Good problem-solving and time management skills
  • Ability to work within a team and foster teamwork
  • Good planning, organizational, and prioritization skills
  • Proficient in Microsoft Office Suite


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