Account Manager I - Select Business Services (NW)

About the role

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.

Responsibilities

• Works with existing carrier(s) to obtain quotes as required; minimal Marketing required;
• Assists with negotiating prices, commissions, and/or coverages with carriers;
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
• Captures renewal process for expiring policies;
• Prepares presentations and/or proposals for clients;
• Participates in client meetings to review coverage;
• Researches requests for information from Underwriters;
• Composes correspondence to insureds and/or Underwriters;
• Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
• Binds insurance coverage and prepares binders;
• Prepares certificate templates;
• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
• Participates in the claims process as necessary;
• Notifies Brokers and Producers of pertinent information related to client retention;
• 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);
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Qualifications

• Education / Experience:
• Bachelor's Degree or equivalent combination of education and experience
• One (1) 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