Account Manager Lead (Commercial Lines)

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY 

Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies.  Supports and may at times lead a service team with some oversight from a more experienced Account Executives or direct manager. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Supports more experienced Account Executive's on more sophisticated large accounts and may also be responsible for direct management of assigned accounts; 

Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional
Director or Producer; 

Analyzes and compares current exposures and develops renewal or new business specifications for marketing;  

Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

Independently reviews policy and determines appropriate coverage; identifies possible deficiencies; 

Reviews and summarizes marketing results and prepares proposals; 

Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer; 

Binds insurance coverage and prepares binders and/or delegate certificates issuance; 

Reviews policies for accuracy and review contracts for compliance; 

Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team; 

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; 

Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work in
tandem with assigned claims advocates to deliver Client service; 

Notifies producer or service team of pertinent information related to client retention; 

Meets with clients as needed or directed by Producer; 

Provides mentoring to staff to support immediate supervisor; 

Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; 

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); 

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; 

Performs other duties as assigned. 

QUALIFICATIONS 

EDUCATION / EXPERIENCE  

Bachelor's Degree or equivalent combination of education and experience  

Eight (8) 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 

SKILLS 

Superior verbal and written communication skills

Advanced planning, organizational and prioritization skills 

Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book 

Ability to supervise and lead staff 

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 

Proficient in Microsoft Office Suite 

#LI-JP1

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.  We encourage you to explore what we have to offer. 

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Salary : $105,000 - $115,000