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Account Manager – Energy
Alliant Insurance Services. Initiates renewal process for existing clients and discusses renewal strategy with manager or lead .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates in-depth insurance knowledge and proficiency in managing client accounts, including renewal processes, policy accuracy, and claims communication. Exhibits strong leadership and problem-solving skills while maintaining compliance with company policies and applicable laws.
Highest-signal resume keywords
In-Depth Insurance KnowledgeValid Insurance LicenseClient Account ManagementMicrosoft Office Suite ProficiencyLeadership and Teamwork
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ReviewClaims Process ManagementAccount ReconciliationCoverage AnalysisFee CollectionContract ReviewRenewal Strategy DevelopmentClient CommunicationProcedural GuidanceLoss Analysis
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationProblem SolvingTime ManagementTeamwork
Tools & Technologies
Agency Management SystemMicrosoft Office Suite
Certifications & Qualifications
Valid Insurance LicenseContinuing Education Requirements
Industry Keywords
Client RetentionPolicy EndorsementsCoverage ComparisonsInsurance ProceduresClient Accounting
About the role
Key responsibilities & impact- Initiates renewal process for existing clients and discusses renewal strategy with manager or lead
- Analyzes and compares current exposures and follows renewal or new business procedures for marketing
- Provides reports and reviews quotes and coverages for accuracy
- Reviews policies for accuracy and reviews contracts
- Prepares summaries and/or schedules of coverage for clients
- Provides mentoring and technical guidance to staff assisting with client needs or procedural issues
- Participates in the claims process, including claim submission, follow-up, and overall communication
- Notifies manager or leader of pertinent information related to client retention
- Meets with clients as needed or directed
- Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients regarding receivable collections
- Collects fees, reconciles accounts, and resolves outstanding balances within 90 days of invoicing
- Manages daily account servicing, including policies and endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, policy forms, coverage comparisons, loss analysis, and coverage questions
- Maintains complete and accurate information in the agency management system
- Performs duties in accordance with company policies, procedures, and applicable laws
- Performs other duties as assigned
Requirements
What you’ll need- Bachelor's Degree or equivalent combination of education and experience
- Four (4) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- In-depth insurance knowledge
- Excellent verbal and written communication skills
- Good leadership, problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Ability to prioritize work for multiple projects and deadlines
- Proficient in Microsoft Office Suite