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Account Manager
Alliant Insurance Services. Provide customer service and overall service for assigned customers and/or policies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and insurance policy management, including the ability to analyze exposures, negotiate rates, and prepare proposals. Proficient in maintaining accurate client information and supporting business development efforts through effective communication and teamwork.
Highest-signal resume keywords
Valid Insurance LicenseCustomer Service SkillsProposal PreparationMicrosoft Office Suite ProficiencyLeadership Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy ManagementRate NegotiationMarketing AnalysisClaims Process ParticipationData Management
Soft Skills
Excellent Communication SkillsProblem Solving SkillsTime Management SkillsTeamwork Ability
Tools & Technologies
Agency Management SystemMicrosoft Office Suite
Certifications & Qualifications
Valid Insurance LicenseContinuing Education Requirements
Industry Keywords
Customer RetentionRenewal StrategiesClient AccountingCoverage SummariesProposal Finalization
About the role
Key responsibilities & impact- Provide customer service and overall service for assigned customers and/or policies
- Solicit new business on existing accounts and support Producer-led new business efforts
- Support the Producer in developing new business opportunities for existing clients and prospects
- Initiate renewals and develop renewal strategies with the Producer
- Analyze exposures and develop renewal or new business specifications for marketing
- Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy
- Review and summarize marketing results and prepare proposals
- Finalize proposals and presentations with the Producer
- Bind insurance coverage and prepare binders and/or delegate certificate issuance
- Review policies for accuracy and review contracts
- Prepare coverage summaries and/or schedules for clients
- Review client accounting history, respond to inquiries, correct discrepancies, and contact clients regarding receivable collections
- Participate in the claims process, including claim submission, follow-up, and communication
- Provide technical guidance to staff assisting with client needs or procedural issues
- Notify brokers of pertinent information related to client retention
- Meet with clients as needed or directed by the Producer
- Collect fees and reconcile and resolve outstanding balances within 90 days of invoicing
- Maintain complete and accurate information in accordance with agency management system data standards
- Perform other duties as assigned
Requirements
What you’ll need- 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