Commercial Lines Account Manager - Real Estate

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.

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);
• Other duties as assigned.

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.