Account Manager - Commercial Lines

Alliant Insurance Services•San Diego, CA

18d

About The Position

The Account Manager – Commercial Lines provides customer service and overall servicing for assigned customers and policies. The role solicits new business on existing accounts and supports Producer-led new business efforts. Responsibilities span renewal strategy, exposure analysis, insurance marketing, proposal preparation, coverage binding, policy review, client accounting and claims communication. The Account Manager also provides technical guidance to staff, supports client retention, and maintains accurate agency management system records.

Requirements

Associate's Degree or an equivalent combination of education and experience.
Six or more years of related work experience.
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 foster teamwork.

Responsibilities

Support the Producer in developing new business opportunities for existing clients and prospects.
Initiate the renewal process for existing clients and discuss and create renewal strategies with the Producer.
Analyze and compare 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 and summarize marketing results and prepare proposals.
Finalize 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/or schedules of coverage for clients.
Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients about receivable collections.
Participate in the claims process as directed by management, including claim submission, follow-up, and overall communication.
Provide technical guidance to staff assisting with client needs or procedural issues.
Notify brokers of pertinent information related to client retention.
Meet with clients as needed or directed by the Producer.
Collect fees and reconcile and resolve outstanding balances within 90 days of the invoicing date.
Comply with agency management system data standards and data integrity requirements by entering and maintaining complete and accurate information.
Perform other duties as assigned.