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ALLIANT INSURANCE SERVICES Account Manager Lead - Generalist in Saint Louis Park, Minnesota

Account Manager Lead - Generalist Florida, USA * Illinois, USA * Minnesota, USA * Missouri, USA * North Carolina, USA * Texas, USA * Virtual Req #2978 Tuesday, January 28, 2025 SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor. This is a remote role ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of small to large market book of business and high satisfaction; 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; Independently reviews policy and determines appropriate coverage; identifies possible deficiencies; 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; Provides technical guidance to staff assisting with client needs or procedural issues; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Notifies producer of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Provides mentoring to staff to support immediate supervisor; 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 Bachelor's Degree Eight (8) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License required Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Advanced planning, organizational and prioritization 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 #LI-MH1 Other details Pay Type Salary Min Hiring Rate $80,000.00 Max Hiring Rate $90,000.00 Apply Now Florida, USA Illinois, USA Minnesota, USA Missouri, USA North Carolina, USA Texas, USA Virtual 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.

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