Account Manager - M&A Services

Los Angeles, CA, USA ● Virtual Req #2469

Thursday, August 15, 2024

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: >.

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist in Merger & Acquisition (M&A) insurance due diligence activities for existing clients, including collection of insurance information, summary of data and review of contractual documents as it relates to insurance;

• Support Mergers & Acquisitions team in developing new business opportunities for existing clients and prospects;

• Initiate new business and renewal process for clients, and discusses and creates renewal strategy with Account Executive;

• Analyze and compares current exposures and develops renewal or new business specifications for marketing;

• Conduct marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;

• Review and summarizes marketing results and prepares proposals;

• Finalize proposals and presentations in coordination with Producer;

• Bind insurance coverage and prepares binders and/or delegate certificates issuance;

• Review policies for accuracy and review contracts;

• Prepare summaries and/or schedules of coverage for clients;

• Review client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;

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

• Notify brokers of pertinent information related to client retention;

• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

• Comply 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

Two (2) or more years' work experience with mergers and acquisitions

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to work within a team and to foster teamwork

#LI-RF1

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 “Apply Now" 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.

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Other details

Pay Type Salary

Min Hiring Rate $80,000.00

Max Hiring Rate $90,000.00