[Remote] Commercial Account Manager - Public Entity
Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Commercial Account Manager is responsible for providing customer service and overall service of assigned customers and policies, soliciting new business, and supporting Producer-led new business efforts.
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
Skills
- Associate's Degree or equivalent combination of education and experience
- Six (6) 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
Company Overview