Account Manager Lead - Real EstateCalifornia, USA * Washington, USAReq #1188Monday, September 25, 2023Alliant 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: .SUMMARYResponsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.ESSENTIAL DUTIES AND RESPONSIBILITIES* Creates marketing submissions and works with various carriers to obtain quotes as required;* May negotiate prices, commissions, and/or coverages with carriers;* Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);* Manages renewal process for expiring policies;* Reviews client accounting history, responds to accounting inquiries, and corrects discrepancies including assisting in collections on past due accounts;* Prepares presentations, proposals, summaries, or schedules of coverage for clients as required;* May participate in client meetings to review coverage;* Researches requests for information from Underwriters;* Composes correspondence to insureds and/or underwriters;* Discusses and assists in setting renewal and/or new business marketing strategy with Producer;* Binds insurance coverage and prepares binders;* Prepares certificate templates;* Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;* Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;* Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with producer;* Participates in the claims process as necessary;* Notifies Brokers and Producers of pertinent information related to client retention;* 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 / EXPERIENCEBachelor's degree or equivalent combination of education and experienceFive (5) or more years related work experience;Valid 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 skills with effective time management skillsAdvanced planning and prioritization skillsStrong attention to detailGood problem solving and leadership 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 all lines of insurance which are serviced by this role, especially those products represented through agency