Account Manager

Alliant Insurance Services

Dallas, TX

Full Time

Senior

about 1 month ago

Job Description

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.

Key Responsibilities

Supports Producer in developing new business opportunities for existing clients and prospects
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
Analyzes and compares current exposures and develops renewal or new business specifications for marketing
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations in coordination with Producer
Binds insurance coverage and prepares binders and/or delegate certificates issuance
Reviews policies for accuracy and review contracts
Prepares summaries and/or schedules of coverage for clients
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Participates in the claims process as directed by management, including claim submission, follow-up and overall communication
Provides technical guidance to staff assisting with client needs or procedural issues
Notifies brokers of pertinent information related to client retention
Meets with clients as needed or directed by Producer
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

Requirements

Associate's Degree or equivalent combination of education and experience
Five (5) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork

Qualifications

Associate's Degree or equivalent
Five (5) or more years related work experience
Valid Insurance License

Working at Alliant Insurance Services

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.

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