marketing | Account Manager - Lodi in Lodi, CA

Account Manager - Lodi

  • Alliant Insurance Services
  • Lodi, CA 95240
  • Full-Time
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With a history dating back to 1925, Alliant Insurance Services is one of the nations leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

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;
  • Engages in optimal and appropriate usage of applicable agency management systems;
  • Other duties as assigned.
  • QUALIFICATIONS

    EDUCATION / EXPERIENCE

    Associates degree or equivalent combination of education and experience
    6 - 8 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 oral 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
    Proficient in Agency Management System

    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.


    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.