Insurance Account Manager
4 days ago
Job Summary
As an Account Executive at Alliant Insurance Services, you will play a key role in servicing and soliciting activities for assigned accounts. You will manage a book of business and direct the work of a service team.
Key Responsibilities
- Develop new business leads and identify cross-sell opportunities.
- Renew business and solicit additional lines of coverage.
- Service accounts and provide claims assistance as needed.
- Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
- Bind coverage, prepare binders, and delegate certificates.
- Review coverage, identify deficiencies, and determine the appropriate level of coverage.
- Meet with clients as needed or directed by producer.
- Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
- Serve as a technical expert, assisting department members to resolve complex issues.
- Collect fees, reconcile, and resolve any outstanding balances within 90 days of invoicing date.
- Comply with agency management system data standards and data integrity.
Requirements
Education / Experience
Bachelor's degree or equivalent combination of education and experience.
Eight (8) or more years related work experience.
Valid insurance license.
Must continue to meet Continuing Education requirements for license renewal.
Skills
Excellent verbal and written communication skills.
Good problem-solving and time management skills.
Ability to work within a team and to foster teamwork.
Good planning, organizational, and prioritization skills.
Proficient in Microsoft Office Suite.
Benefits
We offer a comprehensive financial package and a range of employee programs to meet employees' needs now and in the future.
For immediate consideration, please click on the Apply Now button.
Alliant Insurance Services, Inc. is an equal opportunity employer.
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