Account Manager- Commercial Real Estate P&C

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.

More information is available on the company's website at:

SUMMARY

Responsible for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.

This opportunity falls under our Alliant Specialty division.

ESSENTIAL DUTIES AND 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 coverage for competitiveness and accuracy;

Reviews and summarizes marketing results and prepares proposals;

Finalizes proposals and presentations in coordination with Producers;

Binds insurance coverage, prepares and reviews binders of insurance, and delegates certificates issuance;

Reviews policies, identifies deficiencies and determines appropriate level of coverage;

Prepares summaries and/or schedules of coverage for clients;

Prepares and maintains bordereaux for accounting and midterm transactions;

Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

Provides technical guidance to staff assisting with client needs or procedural issues;

Notifies Producers 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.

QUALIFICATIONS
EDUCATION / EXPERIENCE


Associate's Degree or equivalent combination of education and experience


Six (6) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License Required

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 problem solving, analytical, organizational and time management skills

Excellent attention to detail

Proficient in Microsoft Office Suite

#LI-RF1

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.

For immediate consideration for this position, please click on the " Apply " button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.


Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to View email address on click.appcast.io

For more information on Alliant Insurance Service's benefits, please visit