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Account Manager - Commercial P&C Insurance (4822)

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POST DATE 9/8/2016
END DATE 2/16/2017

Alliant Insurance Services Walnut Creek, CA

Walnut Creek, CA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Associates Degree


With a history dating back to 1925, Alliant Insurance Services is one of the nation s leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.


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.


* 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 coverages for competitiveness and accuracy;

* Reviews and summarizes marketing results and prepares proposals;

* Finalizes proposals and presentations in coordination with Producer;

* Binds insurance coverage and prepares binders and/or delegate certificates issuance;

* Reviews policies for accuracy and review contracts;

* Prepares summaries and/or schedules of coverage for clients;

* Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

* Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;

* Provides technical guidance to staff assisting with client needs or procedural issues;

* Notifies brokers of pertinent information related to client retention;

* Meets with clients as needed or directed by Producer;

* Engages in optimal and appropriate usage of applicable agency management systems;

* Other duties as assigned.


EDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experience
6 - 8 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

SKILLSExcellent oral and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite

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.

Alliant is an equal opportunity employer committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Additional Benefits

Tuition Reimbursements