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 supporting Producers by servicing existing accounts and soliciting new business.
Responsibilities
- Packages and markets applications to various carriers to obtain quotes
- Negotiates prices, commissions, and/or coverages with carriers
- Reviews policies, identifies deficiencies and determines appropriate level of coverage
- 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
- Gathers information for applications
- Prepares presentations and proposals for clients
- Researches requests for information from underwriters
- Composes correspondence to insured and/or underwriters
- Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor
- Prepares draft certificate templates for review and approval
- Analyzes certificate requests and ensures clients needs are met
- Inputs applications and creates letters, and other forms of correspondence
- Binds insurance coverage and prepares insurance binders
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Skills
- Associate's Degree or equivalent combination of education and experience
- Four (4) 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
- Good problem solving and time management skills
- Intermediate typing skills (30-35 wpm)
- Ability to work within a team and to foster teamwork
- Proficient in Microsoft Office Suite
Benefits
- 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.
Company Overview