Account Manager - Real Estate

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.RESPONSIBILITIESSupports 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 coverage for competitiveness and accuracy;Reviews and summarizes marketing results and prepares proposals;Finalizes proposals and presentations in coordination with Producers;Binds insurance coverage, prepares and reviews binders of insurance, and delegates certificates issuance;Reviews policies, identifies deficiencies and determines appropriate level of coverage;Prepares summaries and/or schedules of coverage for clients;Prepares and maintains bordereaux for accounting and midterm transactions;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;Notifies Producers 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.QUALIFICATIONSEDUCATION / EXPERIENCEAssociates 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.SKILLSExcellent 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 problem solving, analytical, organizational and time management skills;Excellent attention to detail;Proficient in Microsoft Office Suite.

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