Account Manager

3 weeks ago


Los Angeles, United States Alliant Insurance Services Full time

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. 

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with
Producer;

• Analyzes and compares current exposures and develops renewal or new business
specifications for marketing;

• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and
accuracy;

• Reviews and summarizes marketing results and prepares proposals;

• Finalizes proposals and presentations in coordination with Producer;

• Binds insurance coverage and prepares binders and/or delegate certificates issuance;

• Reviews policies for accuracy and review contracts;

• Prepares summaries and/or schedules of coverage for clients;

• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies,
and contacts client on receivable collections;

• Participates in the claims process as directed by management, including claim submission,
follow-up and overall communication;

• Provides technical guidance to staff assisting with client needs or procedural issues;

• Notifies brokers of pertinent information related to client retention;

• Meets with clients as needed or directed by Producer;

• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of
invoicing date;

• Complies with agency management system data standards and data integrity (enters and
maintains complete and accurate information);

• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience Six (6) or more years related work experience; Valid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisor SKILLSExcellent verbal and written communication skillsAbility to work within a team and to foster teamworkExcellent customer service skills, including telephone and listening skillsGood leadership, problem solving and time management skillsProficient in Microsoft Office Suite


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