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Assistant Account Manager - Real Estate
ALLIANT Irvine, CA
$68k-83k (estimate)
Full Time | Business Services 3 Months Ago
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ALLIANT is Hiring an Assistant Account Manager - Real Estate Near Irvine, CA

SUMMARYResponsible 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.ESSENTIAL DUTIES AND 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. QUALIFICATIONSEDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experienceFour (4) or more years related work experience; Valid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisor SKILLSExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsGood problem solving and time management skillsIntermediate typing skills (30-35 wpm)Ability to work within a team and to foster teamworkProficient in Microsoft Office Suite #LI-RF1

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$68k-83k (estimate)

POST DATE

01/27/2024

EXPIRATION DATE

04/04/2024

WEBSITE

alliantcorp.com

HEADQUARTERS

KNOXVILLE, TN

SIZE

50 - 100

FOUNDED

2000

CEO

TERRY DOUGLAS

REVENUE

$10M - $50M

INDUSTRY

Business Services

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About ALLIANT

Alliant provides consulting and professional services for technical and scientific disciplines serving commercial clients and federal and municipal governments for over 20 years. Headquartered in Knoxville TN, Alliant provides Environmental and Engineering Services (Energy Management, Program Development & Management, Geo-environmental, Field Operations Support, and Waste Management), Occupational Health and Safety, and Project Management and Project Controls support. Alliant is a Service-Disabled, Veteran-Owned Small Business providing services for national and international clients engaged i...n Construction, Remediation, Manufacturing, Power and Utilities, Drilling and Mining, Oil and Gas, and Facility Operations. We support a wide array of clients including numerous commercial firms such as BMW, Fluor, AECOM, Bechtel, Clayton Homes, Johnson Controls, Kinder Morgan, and Lockheed Martin and many of our nations largest government agencies including the Department of Energy, the US Army Corp of Engineers, the Department of Defense, NASA, and the Tennessee Valley Authority. More
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