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    Account Manager - Los Angeles, United States - Alliant Insurance Services

    Alliant Insurance Services
    Alliant Insurance Services Los Angeles, United States

    3 weeks ago

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    Description

    SUMMARY

    Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

    ESSENTIAL DUTIES AND RESPONSIBILITIES


    • 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;


    • 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;


    • 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.

    QUALIFICATIONS
    EDUCATION / EXPERIENCE

    Associates 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

    Encouraged to complete Career Path requirements as communicated by supervisor

    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

    Proficient in Microsoft Office Suite

    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.

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