Account Manager- M&ANew York, NY, USA Req #2679Tuesday, October 1, 2024Alliant 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: for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.ESSENTIAL DUTIES AND RESPONSIBILITIES* 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 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 experienceSix (6) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsAbility to work within a team and to foster teamworkExcellent customer service skills, including telephone and listening skillsGood problem solving, analytical, organizational and time management skillsExcellent attention to detailProficient in Microsoft Office Suite#LI-RF1We 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 Now" button.If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.Other detailsPay Type SalaryApply NowNew York, NY, USAShare 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.Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly