Assistant Account Manager

Summary

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Assistant Account Manager is responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.

Responsibilities

• Packages and markets applications to various carriers to obtain quotes
• Negotiates prices, commissions, and/or coverages with carriers
• Reviews policies, identifies deficiencies and determines appropriate level of coverage
• Manages renewal process for expiring policies
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts
• May participate in client meetings to review coverage
• Gathers information for applications
• Prepares presentations and proposals for clients
• Researches requests for information from underwriters
• Composes correspondence to insured and/or underwriters
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor
• Prepares draft certificate templates for review and approval
• Analyzes certificate requests and ensures clients needs are met
• Inputs applications and creates letters, and other forms of correspondence
• Binds insurance coverage and prepares insurance binders
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Skills

• Associate's Degree or equivalent combination of education and experience
• Four (4) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office Suite

Qualifications

Must Haves

• Associate's Degree or equivalent combination of education and experience
• Four (4) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• 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.