Account Manager Lead - Commercial P&C Insurance
Alliant Insurance Services, Kansas City, Kansas, United States, 66115
Overview
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 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. Provides mentoring to staff to support immediate supervisor.
Essential Duties and Responsibilities
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction
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
Independently reviews policy and determines appropriate coverage; identifies possible discrepancies
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
Qualifications
Bachelor\'s Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Skills
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization 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
Proficient in Microsoft Office Suite
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.
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More information is available on the company\'s website at: www.alliant.com.
Summary 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. Provides mentoring to staff to support immediate supervisor.
Essential Duties and Responsibilities
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction
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
Independently reviews policy and determines appropriate coverage; identifies possible discrepancies
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
Qualifications
Bachelor\'s Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Skills
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization 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
Proficient in Microsoft Office Suite
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.
#J-18808-Ljbffr