Commercial Lines - Account Manager

Alliant Insurance Services • Dallas, TX

2d

About The Position

Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts.

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite

Nice To Haves

• Experience with oil and gas insurance a plus

Responsibilities

• Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements.
• Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive.
• Generates insurance proposals, summaries of insurance and policy schedules as needed.
• Manages the renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages that do not renew with the majority of the account.
• Discusses and resolves coverage issues for clients under the direction of the Account Executive.
• Reviews quotes for accuracy, requests, reviews and processes binders.
• Reviews carrier invoices for accuracy and processes any requests for financing.
• Requests, calculates and processes Well Reports.
• Sets up master certificate of insurance within Epic.
• Processes and provides premium allocations.
• Reviews and resolves any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer.
• Works with clients and carriers on processing final audits.
• Oversees and delegates work to the Assistant Account Manager and Account Representatives.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree