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.

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.



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