Assistant Account Manager - Personal Lines Insurance

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

• Creates marketing submissions and works with various carriers to obtain quotes
• Negotiates prices, commissions, and/or coverages with carriers
• Reviews policies, identifies deficiencies and may make recommendations for broader coverage(s)/limits
• Reviews policies for accuracy and reviews contracts
• Manages renewal process for expiring policies
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts
• Binds insurance coverage and prepares binders and/or delegates certificate issuance
• Aids in the preparation and/or proposals for clients
• May participate in client meetings to review coverage
• Researches requests for information from Underwriters
• Prepares presentations, proposals, summaries, or schedules of coverage for clients
• Composes correspondence to insured and/or Underwriters
• Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor
• Inputs applications and creates letters, and other forms of correspondence
• Prepares certificate templates
• Analyzes certificate requests and ensures certificates are issued correctly and coverage gaps are addressed
• Serves as a lead in developing new business leads for Producers or identifying and developing cross-sell opportunities
• Participates in the claims process as directed by management including claim submission, follow-up, and overall communications
• Notifies Brokers and Producer of pertinent information related to client retention
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Qualifications

• Associate's Degree Required or equivalent combination of education and experience
• Two (2) 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
• Excellent organization, attention to detail, and effective time management skills
• Advanced planning and prioritization skills
• Good problem solving skills
• Strong analytical skills
• Ability to work within a team and to foster teamwork
• Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
• Thorough knowledge of personal lines insurance
• Proficient in Microsoft Office Products

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.