Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Assistant Account Manager is 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
- Works with existing carrier(s) to obtain quotes as required; minimal Marketing required
- Assists with negotiating prices, commissions, and/or coverages with carriers
- Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s)
- Coordinates renewal process for expiring policies
- Prepares presentations and/or proposals for clients
- Participates in client meetings to review coverage
- Researches requests for information from Underwriters
- 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 from Producers or identifies and develops cross-sell opportunities
- Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer
- Participates in the claims process as necessary
- Notifies Brokers and Producers of pertinent information related to client retention
- 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)
- Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
- Performs other duties as assigned
Skills
- Bachelor's Degree or equivalent combination of education and experience
- One (1) or more years related work experience
- Encouraged to complete Career Path requirements as communicated by Supervisor
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Excellent customer service skills, including telephone and listening skills
- Excellent organization skills with effective time management skills
- Good analytical skills
- Advanced planning and prioritization skills
- Strong attention to detail
- Good problem solving 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
- General knowledge of property/causality insurance for small business
- Proficient in Microsoft Office Suite
Company Overview