Alliant Insurance Services
Account Manager - Financial Institutions
Alliant Insurance Services, Dallas, Texas, United States, 75215
Account Manager – Financial Institutions
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. Summary
The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business. Responsibilities and Duties
Initiate renewal process for existing clients and discuss renewal strategy with manager or lead. Analyze and compare current exposures, following renewal or new business procedures for marketing. Provide reports, review quotes and coverages for accuracy. Review policies for accuracy and contract review. Prepare summaries and/or schedules of coverage for clients. Provide mentoring and technical guidance to staff assisting with client needs or procedural issues. Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication. Notify manager or leader of pertinent information related to client retention. Meet with clients as needed or directed by manager or leader. Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact client on receivable collections. Collect fees, reconcile, and resolve any outstanding balances within 90 days of invoicing date. Manage the daily account management of client accounts, including processing policies/endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis, and responding to coverage questions. Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information). Qualifications
Bachelor’s Degree or equivalent combination of education and experience. Four (4) or more years of related work experience. Valid insurance license. Must continue to meet continuing education requirements for license renewal. Skills
In-depth insurance knowledge. Excellent verbal and written communication skills. Good leadership, problem solving and time management skills. Ability to work within a team and foster teamwork. Ability to prioritize work for multiple projects and deadlines. Proficient in Microsoft Office Suite. 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. For immediate consideration for this position, please click on the “Apply Now” button. Dallas, TX $90,000.00-$120,000.00 (Posted 2 weeks ago) 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. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.
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Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. Summary
The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business. Responsibilities and Duties
Initiate renewal process for existing clients and discuss renewal strategy with manager or lead. Analyze and compare current exposures, following renewal or new business procedures for marketing. Provide reports, review quotes and coverages for accuracy. Review policies for accuracy and contract review. Prepare summaries and/or schedules of coverage for clients. Provide mentoring and technical guidance to staff assisting with client needs or procedural issues. Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication. Notify manager or leader of pertinent information related to client retention. Meet with clients as needed or directed by manager or leader. Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact client on receivable collections. Collect fees, reconcile, and resolve any outstanding balances within 90 days of invoicing date. Manage the daily account management of client accounts, including processing policies/endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis, and responding to coverage questions. Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information). Qualifications
Bachelor’s Degree or equivalent combination of education and experience. Four (4) or more years of related work experience. Valid insurance license. Must continue to meet continuing education requirements for license renewal. Skills
In-depth insurance knowledge. Excellent verbal and written communication skills. Good leadership, problem solving and time management skills. Ability to work within a team and foster teamwork. Ability to prioritize work for multiple projects and deadlines. Proficient in Microsoft Office Suite. 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. For immediate consideration for this position, please click on the “Apply Now” button. Dallas, TX $90,000.00-$120,000.00 (Posted 2 weeks ago) 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. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.
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