Assistant Account Manager (NW)

Alliant•Spokane, WA

62d

About The Position

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

Requirements

Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
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
Good problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite

Responsibilities

Packages and markets applications to various carriers to obtain quotes
Negotiates prices, commissions, and/or coverages with carriers
Reviews policies, identifies deficiencies and determines appropriate level of coverage
Manages renewal process for expiring policies
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts
May participate in client meetings to review coverage
Gathers information for applications
Prepares presentations and proposals for clients
Researches requests for information from underwriters
Composes correspondence to insured and/or underwriters
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor
Prepares draft certificate templates for review and approval
Analyzes certificate requests and ensures clients needs are met
Inputs applications and creates letters, and other forms of correspondence
Binds insurance coverage and prepares insurance binders
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned.