Insurance Account Manager Lead

4 weeks ago


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

As an Insurance Account Manager Lead, you will be responsible for providing exceptional customer service and managing a large book of business for our clients. You will work closely with our Producers to develop new business opportunities and support the renewal process for existing clients.

Key Responsibilities
  • Foster and manage relationships with clients to ensure retention and high satisfaction
  • Support Producers in developing new business opportunities and renewals
  • Analyze and compare current exposures to develop renewal or new business specifications
  • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy
  • Review and summarize marketing results and prepare proposals
  • Finalize proposals and presentations in coordination with Producers
  • BIND insurance coverage and prepare binders and/or delegate certificates issuance
  • Review policies for accuracy and review contracts
  • Prepare summaries and/or schedules of coverage for clients
  • Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections
  • Provide technical guidance to staff assisting with client needs or procedural issues
  • Participate in the claims process as directed by management
  • Notify Producers of pertinent information related to client retention
  • Meet with clients as needed or directed by Producers
  • Provide mentoring to staff to support immediate supervisors
  • Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
  • Comply with agency management system data standards and data integrity
Qualifications
  • 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
  • Encouraged to complete Career Path requirements as communicated by supervisor

We offer a competitive financial package and comprehensive employee programs to meet employees' needs now and in the future.



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