Assistant Account Manager - Personal Lines

Assistant Account Manager - Personal Lines at Alliant Insurance Services, Inc. in Sandpoint, Idaho, United States Job Description Assistant Account Manager - Personal LinesSandpoint, ID 83864, USAReq #2723Monday, October 14, 2024 Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.More information is available on the company's website at: SUMMARY Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.ESSENTIAL DUTIES AND RESPONSIBILITIES Creates marketing submissions and works with various carriers to obtain quotes; May negotiate prices, commissions, and/or coverages with carriers; Reviews policies, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s); Reviews policies for accuracy and reviews contracts; Manages renewal process for expiring policies; Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts; Binds insurance coverage and prepares binders and/or delegates certificate issuance; Assists with the preparation and/or proposals for clients; May participate in client meetings to review coverage; Researches requests for information from Underwriters; Composes correspondence to insured and/or Underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor; Inputs applications and creates letters, and other forms of correspondence; Prepares certificate templates; Analyzes certificate requests and ensures certificates are issued correctly and coverage gaps are addressed; Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities; Participates in the claims process as directed by management including claim submission, follow-up, and overall communications; Notifies Brokers and Producer of pertinent information related to client retention; 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 experienceFour (4) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by SupervisorSKILLSExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsExcellent organization, attention to detail, and effective time management skillsAdvanced planning and prioritization skillsGood problem solving skillsStrong analytical skillsAbility to work within a team and to foster teamworkAbility to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contactsThorough knowledge of personal lines insuranceProficient in Microsoft Office Products #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 Now' button. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.Other detailsPay TypeHourly Apply Now Sandpoint, ID 83864, USA Share this job: Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. To view full details and how to apply, please login or create a Job Seeker account