Account Manager at Alliant Insurance Services in San Diego, CA, USA

Job description

• Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects;
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with 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;
• Reviews and summarizes marketing results and prepares proposals;
• Finalizes proposals and presentations in coordination with Producer;
• Binds insurance coverage and prepares binders and/or delegate certificates issuance;
• Reviews policies for accuracy and review contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Notifies brokers of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;
• 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.

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
• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork

Skills

Required

• Proficient in Microsoft Office Suite

Benefits

• 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.
• Pay Type
• Salary
• Hiring Min Rate
• Hiring Max Rate
• 100,000 USD