Account Manager

Alliant•Gold River, CA

44d

About The Position

SUMMARY 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. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or coverages with carriers; Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s); Manages renewal process for expiring policies; Prepares presentations and/or proposals for clients; May participate in client meetings to review coverage; Researches requests for information from Underwriters; Composes correspondence to insureds and/or Underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor; Binds insurance coverage and prepares binders; Prepares certificate templates; Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer; Participates in the claims process as necessary; Notifies Brokers and Producers of pertinent information related to client retention; 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.

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
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organization skills with effective time management skills
Strong analytical skills
Advanced planning and prioritization skills
Strong attention to detail
Good problem solving skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
Proficient in Microsoft Office Suite

Nice To Haves

Encouraged to complete Career Path requirements as communicated by Supervisor

Responsibilities

Creates marketing submissions and works with various carriers to obtain quotes as required
Negotiate prices, commissions, and/or coverages with carriers
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s)
Manages renewal process for expiring policies
Prepares presentations and/or proposals for clients
Participates in client meetings to review coverage
Researches requests for information from Underwriters
Composes correspondence to insureds and/or Underwriters
Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor
Binds insurance coverage and prepares binders
Prepares certificate templates
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer
Participates in the claims process as necessary
Notifies Brokers and Producers of pertinent information related to client retention
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)