Assistant Account Manager - Construction #CP

Alliant Insurance Services•Bethel Park, PA

About The Position

The Assistant Account Manager provides customer service within an account service team and/or supports Producers by servicing existing accounts. The role has independent responsibility for specific account-related client service tasks, including preparing renewal materials and proposals, assisting with quote reviews, responding to accounting inquiries, supporting client coverage discussions, researching underwriter requests, and preparing correspondence and certificate materials. The position also maintains complete and accurate information in the agency management system and performs duties in accordance with company policies and applicable laws.

Requirements

Associate's degree or an equivalent combination of education and experience.
Four or more years of related work experience.
Valid insurance license.
Meet continuing education requirements for license renewal.
Excellent verbal and written communication skills.
Excellent customer service skills, including telephone and listening skills.
Good problem-solving and time-management skills.
Ability to work within a team and foster teamwork.
Ability to work independently on assigned tasks.
Proficiency in Microsoft Office Suite.

Nice To Haves

Encouraged to complete Career Path requirements as communicated by the Supervisor.

Responsibilities

Prepare exposure workbooks and applications for client pre-renewals.
Assist the Service team in reviewing and comparing quotes for proposals.
Request renewal information from clients, including applications, exposure workbooks, and safety manuals.
Review client accounting history, respond to accounting inquiries, and correct account discrepancies.
Participate in client meetings to review coverage, as needed.
Gather information for applications.
Prepare client presentations and proposals.
Research information requests from underwriters.
Compose correspondence to insureds and/or underwriters.
Prepare draft certificate templates for review and approval.
Analyze certificate requests and ensure client needs are met.
Input applications and create letters and other forms of correspondence.
Follow agency management system data standards and maintain complete and accurate information.
Perform duties in accordance with company policies and procedures and applicable federal, state, and local laws.
Perform other duties as assigned.