Account Manager - Commercial Insurance

Alliant • Richmond, VA

79d

About The Position

The position 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. The role involves working in a hybrid capacity from the Richmond, VA office.

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License

Nice To Haves

• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with Producer
• Binds insurance coverage and prepares binders and/or delegate certificates issuance
• Reviews policies for accuracy and review contracts
• Prepares summaries and/or schedules of coverage for clients
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication
• Provides technical guidance to staff assisting with client needs or procedural issues
• Notifies brokers of pertinent information related to client retention
• Meets with clients as needed or directed by Producer
• 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)
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees