Account Manager - Commercial Lines

$70,000 - $85,000/Yr

Alliant Insurance Services - Coral Gables, FL

Full-time - Mid Level

Hybrid - Coral Gables, FL

Insurance Carriers and Related Activities

About the position

The Account Manager - Commercial Lines at Alliant Insurance Services is responsible for providing exceptional customer service and managing relationships with large market accounts. This role supports Producers in soliciting new business and ensures high client satisfaction and retention. The position involves mentoring staff and requires a strong understanding of insurance policies and market strategies.

Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction.
• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses 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.
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies.
• 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.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication.
• Notifies producer of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Provides mentoring to staff to support immediate supervisor.
• 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.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• Eight (8) or more years related work experience.
• Valid insurance license.
• Must continue to meet Continuing Education requirements for license renewal.

Nice-to-haves

• Proficient in Applied EPIC.

Benefits

• Competitive financial package
• Comprehensive employee programs to meet employees' needs