Commercial Lines Account Manager

SUMMARY

Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts.

ESSENTIAL DUTIES AND 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.

EDUCATION / EXPERIENCE

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. For more information on Alliant Insurance Service's benefits, please visit 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. #J-18808-Ljbffr Alliant