Account Manager/CSR

Alliant • Missouri City, TX

77d

About The Position

Responsible for providing excellent customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Assists clients with property & casualty insurance issues such as explanation of coverage, ancillary lines of insurance coverage, and renewal information for all lines of business. This is not a remote position. Candidates must already reside in the greater Missouri City, Texas area.

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Nice To Haves

• Encouraged to complete Career Path requirements as communicated by supervisor

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 and presentations in coordination with Producer
• Binds insurance coverage and prepares binders and/or delegates 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
• 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)
• Handles inbound calls from multiple resources such as banks, lending institutions, and unit owners
• Provides customer support to borrowers, insurance agents/carriers, and bank representatives regarding insurance information for mortgages
• Updates accounts, initiates research, and educates callers regarding all lines of insurance coverage that apply to association policies
• Initiates outbound calls to insurance offices to obtain/verify information
• Prepares new business quotes, renewal quotes, policies, endorsements and ancillary lines documents
• Obtains ancillary lines insurance quotes to provide to insured
• Works directly with agents and other internal departments to facilitate binding of all policies for accounts
• Processes certificates of insurance as requested by lenders, banks, unit owners and all affiliated with a current insurance account
• Meets production goals for quality and handles time consistently
• 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