Account Manager (P&C Commercial Lines)

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

• Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements;
• Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive;
• Generates insurance proposals, summaries of insurance and policy schedules as needed;
• Manages the renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages that do not renew with the majority of the account;
• Discusses and resolves coverage issues for clients under the direction of the Account Executive;
• Reviews quotes for accuracy, requests, reviews and processes binders;
• Reviews carrier invoices for accuracy and processes any requests for financing;
• Requests, calculates and processes Well Reports;
• Sets up master certificate of insurance within Epic;
• Processes and provides premium allocations;
• Reviews and resolves any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer;
• Works with clients and carriers on processing final audits;
• Oversees and delegates work to the Assistant Account Manager and Account Representatives;
• 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).

Qualifications

• Associate's Degree or equivalent combination of education and experience;
• Six (6) or more years related work experience;
• Experience with oil and gas insurance a plus;
• Valid Insurance License;
• Must continue to meet Continuing Education requirements for license renewal.

Skills

• Excellent verbal and written communication 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;
• Ability to prioritize work for multiple projects and deadlines;
• 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.