Commercial Lines Account Manager - Real Estate

SUMMARY

Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts.

• Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements;
• Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive;
• Generates insurance proposals, summaries of insurance and policy schedules as needed;
• Manages the renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages that do not renew with the majority of the account;
• Discusses and resolves coverage issues for clients under the direction of the Account Executive;
• Reviews quotes for accuracy, requests, reviews and processes binders;
• Reviews carrier invoices for accuracy and processes any requests for financing;
• Requests, calculates and processes Well Reports;
• Sets up master certificate of insurance within Epic;
• Processes and provides premium allocations;
• Reviews and resolves any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer;
• Works with clients and carriers on processing final audits;
• Oversees and delegates work to the Assistant Account Manager and Account Representatives;
• 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.

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Experience with oil and gas insurance a plus
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

• Excellent verbal 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
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

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