Account Manager Lead - Mergers & Acquisitions

Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

This opportunity falls under our Alliant Specialty division.

• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
• 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;
• Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
• 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;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Notifies producer of pertinent information related to client retention;
• Meets with clients as needed or directed by Producer;
• Provides mentoring to staff to support immediate supervisor;
• 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.

EDUCATION / EXPERIENCE

• Bachelor’s degree or equivalent combination of education and experience
• Eight (8) 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

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization 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

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