Assistant Account Manager - 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.

About the role

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes
• Negotiates prices, commissions, and/or coverages with carriers
• Reviews policies, identifies deficiencies and determines appropriate level of coverage
• Manages renewal process for expiring policies
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts
• May participate in client meetings to review coverage
• Gathers information for applications
• Prepares presentations and proposals for clients
• Researches requests for information from underwriters
• Composes correspondence to insured and/or underwriters
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor
• Prepares draft certificate templates for review and approval
• Analyzes certificate requests and ensures clients needs are met
• Inputs applications and creates letters, and other forms of correspondence
• Binds insurance coverage and prepares insurance binders
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Requirements

• Associates degree or equivalent combination of education and experience
• Four (4) or more years related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Skills

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• 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.