Account Manager/Customer Service Representative- Trade Credit

Alliant Insurance Services•Houston, TX

12d

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.

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
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

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