Account Manager Lead

Alliant Insurance Services•Fort Worth, TX

About The Position

Responsible for providing customer service and overall service to assigned customers and/or policies on large market accounts. Supports Producers in soliciting new business and other Producer-led new business efforts, and mentors staff to support the immediate supervisor.

Requirements

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

Nice To Haves

Encouraged to complete Career Path requirements as communicated by the supervisor.

Responsibilities

Manage client relationships to support retention of the large-market book of business and high customer satisfaction.
Support Producers in developing new business opportunities for existing clients and prospects.
Initiate renewals and develop renewal strategies with the Producer.
Analyze current exposures and develop renewal or new-business specifications for marketing.
Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
Review policies independently, determine appropriate coverage, and identify possible deficiencies.
Review and summarize marketing results and prepare proposals and presentations in coordination with the Producer.
Bind insurance coverage and prepare binders and/or delegate certificate issuance.
Review policies for accuracy and review contracts.
Prepare summaries and schedules of coverage for clients.
Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients regarding receivable collections.
Provide technical guidance to staff on client needs and procedural issues.
Participate in the claims process as directed by management, including claim submission, follow-up, and communication.
Notify the Producer of pertinent client-retention information.
Meet with clients as needed or directed by the Producer.
Mentor staff to support the immediate supervisor.
Collect fees and reconcile and resolve outstanding balances within 90 days of the invoicing date.
Comply with agency management system data standards and maintain complete and accurate information.
Perform other duties as assigned.