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Alliant Insurance Services

Commercial Account Manager-Real Estate

Los Angeles, CA, USPosted 7 months ago
hybrid

Job Description

SUMMARY   Responsible 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.     This opportunity falls under our Alliant Specialty division.   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;   Prepares presentations and/or proposals for clients;   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 or Supervisor;   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.     QUALIFICATIONS EDUCATION / EXPERIENCE   Bachelor’s degree or equivalent combination of education and experience     Four (4) or more years related work experience   Valid insurance license   Must continue to meet Continuing Education requirements for license renewal   Encouraged to complete Career Path requirements as communicated by Supervisor     SKILLS   Excellent verbal and written communication skills    Excellent customer service skills, including telephone and listening skills   Excellent organization skills with effective time management skills   Strong analytical skills    Advanced planning and prioritization skills   Strong attention to detail   Good problem solving skills   Ability to work within a team and to foster teamwork   Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts   Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency   Proficient in Microsoft Office Suite#LI-DR1

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Commercial Account Manager-Real Estate at Alliant Insurance Services | Renata