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Alliant Insurance Services · 2 hours ago

Assistant Account Manager - Commercial Insurance

Palm Beach Gardens, FL

Full-time

Onsite

Mid Level

4+ years exp

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Assistant Account Manager is responsible for providing customer service within an account service team, servicing existing accounts, and supporting Producers with various account-related tasks.

ConsultingFinancial ServicesInsurance

Responsibilities

Prepares exposure workbook and applications for client pre renewals

Assists Service team in reviewing and comparing quotes for Proposals

Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies

May participate in client meetings to review coverage

Gathers information for applications

Prepares presentations and proposals for clients

Researches requests for information from underwriters

Composes correspondence to insured and/or underwriters

Prepares draft certificate templates for review and approval

Analyzes certificate requests and ensures clients needs are met

Inputs applications and creates letters, and other forms of correspondence

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates

Performs other duties as assigned

Qualification

Valid Insurance LicenseCustomer Service SkillsMicrosoft Office SuiteProblem Solving SkillsVerbal Communication SkillsWritten Communication SkillsTime Management SkillsTeamwork AbilityIndependent Work Ability