Account Manager

Alliant Insurance Services•Boston, MA

29d•Remote

About The Position

The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business.

Requirements

Bachelor's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
In-depth insurance knowledge
Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite

Responsibilities

Initiates renewal process for existing clients, discusses renewal strategy with manager or lead
Analyzes and compares current exposures, follows renewal or new business procedures for marketing
Provides reports, reviews quotes and coverages for accuracy
Reviews policies for accuracy and review contracts
Prepares summaries and/or schedules of coverage for clients
Provides mentoring and technical guidance to staff assisting with client needs or procedural issues
Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication
Notifies manager or leader of pertinent information related to client retention
Meets with clients as needed or directed by manager or leader
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
Performs other duties as assigned