Account Manager (Structured Settlements)

Alliant Insurance Services • Chicago, IL

1d

About The Position

Responsible for providing Producer support from initial case intake through policy issuance of the structured settlement policy.

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Two (2) or more years Experience with workers' compensation claims
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• 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

• Support Producer to foster and manages overall relationship with clients ensuring retention of large book of business and high satisfaction.
• Prepare proposals, settlement documents and report information based on client guidelines.
• Review and submit medical records for rated ages.
• Maintain and review rate changes and daily rates for all life companies.
• Conduct review of proposals and settlement documents.
• Review settlement agreements and court documents then communicate same to attorneys.
• Prepare all documents for submission and approval of life companies.
• Finalize proposals in coordination with Producer.
• Monitor and field all post settlement policy issues with pertinent parties.
• Review policies for accuracy then deliver to clients.
• Review life care plans and other economic damage reports in order to prepare applicable proposals as directed.
• Notify producer of pertinent information related to client retention.
• Collect all information necessary for commission payment.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree