Alliant Insurance Services

Account Manager Lead - Mergers & Acquisitions

Alliant Insurance Services$90K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience
  • Minimum 8 years in insurance-related roles
  • Valid insurance license required
  • Must fulfill Continuing Education for license renewal
  • Completion of Career Path requirements encouraged
  • Strong verbal and written communication skills
  • Proficient in Microsoft Office Suite

Responsibilities

  • Manage client relationships to ensure retention and satisfaction
  • Assist Producer in generating new business opportunities
  • Initiate and strategize renewal processes for clients
  • Analyze client exposures and create specifications for marketing
  • Conduct market research, negotiate rates, and assess coverage
  • Review insurance policies for accuracy and coverage adequacy
  • Mentor staff and provide technical guidance on client needs

Benefits

  • Comprehensive employee programs
  • Competitive financial package
  • Potential for professional development through Career Path
  • Supportive team environment
  • Access to continuing education resources
Full Job Description
SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

This opportunity falls under our Alliant Specialty division.

ESSENTIAL DUTIES AND 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 and creates 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 (enters and maintains complete and accurate information);

Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
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

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS
Excellent verbal and written communication skills

Advanced planning, organizational and prioritization 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

#LI-RF1

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" button.

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

About Alliant Insurance Services

Alliant Insurance Services is one of the largest independent insurance brokerage firms in the United States. The company provides a wide range of insurance products and services to businesses and individuals, including property and casualty insurance, employee benefits, surety bonds, and risk management consulting. Alliant Insurance Services serves clients in a variety of industries, including aviation, construction, energy, healthcare, hospitality, real estate, and technology. The company is committed to providing its clients with innovative solutions and exceptional service, and has a reputation for being a trusted advisor and partner to its clients.
Learn more about Alliant Insurance Services
Size
4,000 employees
Industry
Net Income
$50 million
5 Year Trend
+10%
Revenue
$2 billion

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