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Account Manager - Personal Lines Insurance

Company: Alliant
Location: San Marcos
Posted on: June 1, 2021

Job Description:

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site at:


Responsible for providing support to Account Executives on assigned Personal Lines accounts.


* Oversees the renewal process on all upcoming renewal policies according to agency procedures; * Prepares and submits marketing submissions for new and renewal business in coordination with the Producer; * Verifies the accuracy of issues policies, endorsements, etc.; * Requests policy changes and corrections as needed, and processes the policy endorsements when received; * Assists Account Executive as needed with miscellaneous requests on client accounts including providing general administrative support to Account Executive and responding to all client inquiries in a timely manner; * Maintains agency client files according to agency procedures; * Monitors open items and downloads generated reports (i.e. binder/open expiration reports and unbilled reports); * Works on special projects as assigned by Account Executive; * 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.



Bachelor's degree or equivalent combination of education and experience

Minimum 2 years related work experience in private client insurance including client service and marketing

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal


Excellent verbal and written communication skills

Excellent organizational skills with effective time management skills and strong attention to detail

Strong analytical skills

Ability to work within a team and to foster teamwork

Thorough knowledge of all lines of Personal Lines insurance, especially those products represented through agency (for employee)

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.

For immediate consideration for this position, please click on the "Submit Resume" 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 1-877-901-9473 and let us know the nature of your request and contact information.

Keywords: Alliant, San Marcos , Account Manager - Personal Lines Insurance, Other , San Marcos, California

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