Account Manager - Private Client
Job Description
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 providing support to Client Manager/Executive to enable them to better serve their clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Initiate renewal process for existing clients.
* Handle daily change requests.
* Follow up with carrier or clients for outstanding information.
* Conduct marketing, and review quotes and coverages for accuracy.
* Review and summarize marketing results and prepare proposals.
* Prepare binders and/or delegate certificates issuance.
* Review policies for accuracy and review contracts.
* Prepare summaries and/or schedules of coverage for clients.
* Review client accounting history, respond to accounting inquiries, and correct discrepancies.
* Review completed renewal questionnaires.
* Assist with surplus lines filings.
* Prepare agency billing when necessary.
* Follow up on items on reports prepared by management.
* Notify brokers of pertinent information related to client retention.
* Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
* Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
1+ years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Good problem solving and time management skills
Good planning, organizational and prioritization skills
Strong interpersonal skills
Ability to work within a team and foster teamwork
Ability to maintain confidentiality
#LI-PT1#LI-REMOTE
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 immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
For more information on Alliant Insurance Service's benefits, click .
- Pay Type Salary
- Min Hiring Rate $60,000.00
- Max Hiring Rate $90,000.00
- Job Start Date Tuesday, January 2, 2024
- Irvine, CA, USA
- Los Angeles, CA, USA
- San Diego, CA, USA
- Walnut Creek, CA, USA
- Virtual
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