Assistant Account Manager - Commercial Lines

Alliant Insurance Services•Spokane, WA

About The Position

The Assistant Account Manager – Commercial Lines provides customer service and supports Producers by servicing existing accounts and soliciting new business. The position has independent responsibility for servicing and retaining assigned customers and policies.

Requirements

Associate degree or an equivalent combination of education and experience.
Two or more years of related work experience.
Valid insurance license.
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 and effective time management skills.
Strong attention to detail.
Good planning and prioritization skills.
Good problem-solving skills.
Strong analytical skills.
Ability to work within a team and foster teamwork.
Ability to maintain cordial and effective relationships with clients, colleagues, carriers, and other business contacts.
Proficiency in Microsoft Office Suite.

Nice To Haves

Completion of Career Path requirements as communicated by the Supervisor is encouraged.

Responsibilities

Create marketing submissions and work with carriers to obtain quotes.
Negotiate prices, commissions, and/or coverages with carriers when appropriate.
Review policies for accuracy, identify deficiencies, and recommend broader coverage or limits when appropriate.
Manage the renewal process for expiring policies.
Review client accounting history, respond to accounting inquiries, correct account discrepancies, and collect on past-due accounts.
Participate in client meetings to review coverage when appropriate.
Research information requests from Underwriters.
Assist with preparing client presentations, proposals, summaries, and schedules of coverage.
Compose correspondence to insureds and/or Underwriters.
Discuss and assist in setting renewal and/or new business marketing strategy with a Producer or Supervisor.
Bind insurance coverage and prepare binders.
Prepare certificate templates.
Analyze certificate requests, including reviewing contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed.
Receive and develop new business leads for Producers or identify and develop cross-sell opportunities.
Participate in the claims process as necessary.
Notify Brokers and Producers of pertinent information related to client retention.
Comply with agency management system data standards and data integrity requirements by entering and maintaining complete and accurate information.
Perform other duties as assigned.