Alliant Insurance Services
Account Manager - Commercial P&C Insurance
Alliant Insurance Services, Rancho Cordova, California, us, 95741
Account Manager – Commercial P&C Insurance
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. Summary
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts and supporting Producer-led new business efforts. Responsibilities
Create marketing submissions and work with various carriers to obtain quotes as required. Negotiate prices, commissions, and/or coverages with carriers. Review policies for accuracy, identify deficiencies and make recommendations for broader coverage(s)/limit(s). Manage the renewal process for expiring policies. Prepare presentations and/or proposals for clients. Participate in client meetings to review coverage. Research requests for information from Underwriters. Compose correspondence to insureds and/or Underwriters. Discuss and assist in setting renewal and/or new business marketing strategy with Producer or Supervisor. Bind insurance coverage and prepare binders. Prepare certificate templates. Analyze certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed. Receive and develop new business leads from Producers or identify and develop cross‑sell opportunities. Foster and manage overall relationship with clients ensuring retention of a large market book of business and high satisfaction in coordination with Producer. Participate in the claims process as necessary. Notify Brokers and Producers of pertinent information related to client retention. 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). Perform other duties as assigned. Qualifications
Bachelor’s degree or equivalent combination of education and experience. Four (4) 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. Excellent customer service skills, including telephone and listening skills. Excellent organization skills with effective time management skills. Strong analytical skills. Advanced planning and prioritization skills. Strong attention to detail. Good problem solving skills. Ability to work within a team and foster teamwork. Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts. Thorough knowledge of all lines of insurance serviced by this role, especially those products represented through agency. Proficient in Microsoft Office Suite. Benefits & Application
For immediate consideration for this position, please click the “Apply Now” button. For more information on Alliant Insurance Service's benefits, click here. 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.
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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. Summary
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts and supporting Producer-led new business efforts. Responsibilities
Create marketing submissions and work with various carriers to obtain quotes as required. Negotiate prices, commissions, and/or coverages with carriers. Review policies for accuracy, identify deficiencies and make recommendations for broader coverage(s)/limit(s). Manage the renewal process for expiring policies. Prepare presentations and/or proposals for clients. Participate in client meetings to review coverage. Research requests for information from Underwriters. Compose correspondence to insureds and/or Underwriters. Discuss and assist in setting renewal and/or new business marketing strategy with Producer or Supervisor. Bind insurance coverage and prepare binders. Prepare certificate templates. Analyze certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed. Receive and develop new business leads from Producers or identify and develop cross‑sell opportunities. Foster and manage overall relationship with clients ensuring retention of a large market book of business and high satisfaction in coordination with Producer. Participate in the claims process as necessary. Notify Brokers and Producers of pertinent information related to client retention. 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). Perform other duties as assigned. Qualifications
Bachelor’s degree or equivalent combination of education and experience. Four (4) 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. Excellent customer service skills, including telephone and listening skills. Excellent organization skills with effective time management skills. Strong analytical skills. Advanced planning and prioritization skills. Strong attention to detail. Good problem solving skills. Ability to work within a team and foster teamwork. Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts. Thorough knowledge of all lines of insurance serviced by this role, especially those products represented through agency. Proficient in Microsoft Office Suite. Benefits & Application
For immediate consideration for this position, please click the “Apply Now” button. For more information on Alliant Insurance Service's benefits, click here. 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.
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