Account Manager

Alliant Insurance Services•Lodi, CA

11d

About The Position

Responsible for providing customer service and overall service to assigned customers and/or policies, soliciting new business on existing accounts, and supporting Producer-led new business efforts. The Account Manager manages renewals and marketing, prepares proposals and coverage documents, supports policy binding and claims activity, addresses accounting matters, 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 meet continuing education requirements for license renewal.
Proficiency 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 renewals for existing clients 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 and summarize marketing results and prepare proposals.
Finalize proposals and presentations in coordination with the Producer.
Bind insurance coverage and prepare binders or delegate certificate issuance.
Review policies for accuracy and review contracts.
Prepare coverage summaries and schedules for clients.
Review client accounting histories, respond to accounting inquiries, correct discrepancies, and contact clients regarding receivable collections.
Participate in the claims process as directed by management, including claim submission, follow-up, and 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 invoice 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.