Account Manager Lead - Commercial P&C Insurance

Alliant Insurance Services•Irvine, CA

About The Position

Responsible for providing 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. Provides mentoring to staff to support immediate supervisor.

Requirements

Bachelor’s Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite

Responsibilities

Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction
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
Independently reviews policy and determines appropriate coverage; identifies possible discrepancies
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