Account Manager Lead - Real Estate

$90,000 - $100,000/Yr

Alliant Insurance Services - Saint Louis Park, MN

Full-time - Mid Level

Remote - Saint Louis Park, MN

501-1,000 employees

Insurance Carriers and Related Activities

About the position

The Account Manager Lead is responsible for providing exceptional customer service and managing the overall service of assigned customers and policies within the real estate sector. This remote role focuses on servicing a large real estate account while supporting new business efforts led by Producers. The position involves developing renewal strategies, conducting marketing negotiations, and ensuring accurate policy management.

Responsibilities

• 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
• 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 reviews 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.

Requirements

• Associates degree or equivalent combination of education and experience
• 6 - 8 years related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Nice-to-haves

• Excellent verbal and written communication skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Proficient in Microsoft Office Suite

Benefits

• Competitive financial package
• Comprehensive employee programs