Assistant Account Manager - Commercial Lines

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.
Hybrid work schedule: In-office requirement.

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.  This position includes independent responsibility for servicing and retention of assigned customers/policies.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Creates marketing submissions and works with various carriers to obtain quotes;

•    May negotiate prices, commissions, and/or coverages with carriers;

•    Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);

•    Manages renewal process for expiring policies;

•    Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;

•    May participate in client meetings to review coverage; 

•    Researches requests for information from Underwriters; 

•    Assists with preparation of presentations, proposals, summaries, or schedules of coverage for clients;

•    Composes correspondence to insureds and/or Underwriters; 

•    Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;

•    Binds insurance coverage and prepares binders;

•    Prepares certificate templates;

•    Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;

•    Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;

•    Participates in the claims process as necessary;

•    Notifies Brokers and Producers of pertinent information related to client retention;

•    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  

Two (2) 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 and effective time management skills

Strong attention to detail 

Good planning and prioritization skills

Good problem solving skills

Strong analytical skills

Ability to work within a team and to foster teamwork

Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts

Proficient in Microsoft Office Suite

#LI-KG1

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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits