[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