Commercial Lines - Account Manager

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: www.alliant.com.

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



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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.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits