Alliant Insurance Services

Commercial Lines Account Manager - Real Estate

Alliant Insurance Services$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Associate's Degree or equivalent experience
  • 6+ years of related work experience
  • Experience in oil and gas insurance preferred
  • Valid Insurance License required
  • Must meet Continuing Education requirements for license renewal
  • Strong verbal and written communication skills
  • Ability to collaborate effectively in a team environment

Responsibilities

  • Support Account Executives in servicing Energy & Marine accounts
  • Compile renewal requests and complete marketing submissions
  • Generate insurance proposals, summaries, and policy schedules
  • Manage renewal processes for non-oil and gas coverage lines
  • Address coverage issues under the direction of the Account Executive
  • Review quotes and ensure accuracy of policies and binders
  • Oversight and delegation of work to Assistant Account Manager and Account Representatives

Benefits

  • Comprehensive employee programs to support diverse needs
  • High-quality benefits well-suited for both personal and professional growth
  • Encouragement to explore a competitive financial package
  • Opportunities for continued education and professional development
Full Job Description
Hybrid work schedule: In-office requirement.

SUMMARY

Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements;

Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive;

Generates insurance proposals, summaries of insurance and policy schedules as needed;

Manages the renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages that do not renew with the majority of the account;

Discusses and resolves coverage issues for clients under the direction of the Account Executive;

Reviews quotes for accuracy, requests, reviews and processes binders;

Reviews carrier invoices for accuracy and processes any requests for financing;

Requests, calculates and processes Well Reports;

Sets up master certificate of insurance within Epic;

Processes and provides premium allocations;

Reviews and resolves any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer;

Works with clients and carriers on processing final audits;

Oversees and delegates work to the Assistant Account Manager and Account Representatives;

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

Associate's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Experience with oil and gas insurance a plus

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

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

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-KG1

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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