Insurance Account Manager

4 weeks ago


Stockton, California, United States Alliant Insurance Services Full time

Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at Alliant Insurance Services. As an Insurance Account Manager, you will be responsible for providing exceptional customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts, and supporting Producer-led new business efforts.

Key Responsibilities

  • Support Producers in developing new business opportunities for existing clients and prospects;
  • Initiate renewal processes for existing clients and discuss and create renewal strategies with Producers;
  • Analyze and compare current exposures and develop renewal or new business specifications for marketing;
  • Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy;
  • Review and summarize marketing results and prepare proposals;
  • Finalize proposals and presentations in coordination with Producers;
  • Bond 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;
  • Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication;
  • Provide technical guidance to staff assisting with client needs or procedural issues;
  • Notify brokers of pertinent information related to client retention;
  • Meet with clients as needed or directed by Producers;
  • Collect fees, reconcile, and resolve any outstanding balances within 90 days of invoicing date;
  • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Requirements

  • Associates degree or equivalent combination of education and experience;
  • Six (6) 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.

Skills

  • Excellent verbal and written communication skills;
  • Ability to work within a team and to foster teamwork;
  • Excellent customer service skills, including telephone and listening skills;
  • Good leadership, problem-solving, and time management skills;
  • Proficient in Microsoft Office Suite.


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