Now Hiring - Insurance Senior Account Manager - Personal Client Services in New York, NY

Alliant Insurance Services is one of the nations 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: [please apply online]

SUMMARY

Responsible for providing support to Client Manager/Executive to enable them to better serve their clients. Responsible for providing customer service on an as needed basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Initiate renewal process for existing clients.
• Analyze and compare current exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, and review quotes and coverages for competitiveness and accuracy.
• Review and summarize marketing results and prepare proposals.
• Finalize proposals to be presented to clients.
• Bind insurance coverage and prepare binders and/or delegate certificates issuance.
• Review policies for accuracy and review contracts.
• Prepare summaries and/or schedules of coverage for clients.
• Review client accounting history, respond to accounting inquiries, and correct discrepancies.
• Provide technical guidance to staff assisting with client needs or procedural issues.
• Notify brokers of pertinent information related to client retention.
• Develop, train, execute, manage, and audit a workflow.
• Amend and adjust workflow to business needs.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associates degree or equivalent combination of education and experience
• Two (2) or more years related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Good planning, organizational and prioritization skills
• Strong interpersonal skills
• Ability to build trust and de-escalate concerns
• Ability to work within a team and foster teamwork
• Ability to maintain confidentiality

#LI-DR1

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 Now" button.
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.
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-[please apply online] and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, visit the link below.

[please apply online]