Account Manager

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 servicing assigned accounts including set-up, bonding, renewals and general questions. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies; Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program; Partners with Account Managers and Brokers in marketing and placement of risks; Updates and maintains all manuals, powers of attorneys, etc.; Processes renewals, new bonds, and follows up on bond exonerations; Performs a variety of commercial lines and accounting duties in support of department and agency; Serves as a technical expert and trainer; Assists other team members in resolving complex issues; 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 Four (4) or more years of related work experience Familiar with rating and underwriting guidelines Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Good leadership, problem solving and time management skills Advanced analytical skills Good planning, organizational and prioritization skills Ability and motivation to work independently Proficient in Microsoft Office products 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. 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 #J-18808-Ljbffr