Assistant Account Manager* - Public Entity Insurance at Alliant Insurance Services in Newport Beach, California

Posted in Other 12 days ago.

Job Description:

Position at Alliant Insurance Services

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


Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.This position includes independent responsibility for servicing and retention of assigned customers/policies.


  • Packages and markets applications to various carriers to obtain quotes;

  • Negotiates prices, commissions, and/or coverages with carriers;

  • Reviews policies, identifies deficiencies and determines appropriate level of coverage;

  • Manages renewal process for expiring policies;

  • Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;

  • May participate in client meetings to review coverage;

  • Gathers information for applications;

  • Prepares presentations and proposals for clients;

  • Researches requests for information from underwriters;

  • Composes correspondence to insured and/or underwriters;

  • Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;

  • Prepares draft certificate templates for review and approval;

  • Analyzes certificate requests and ensures clients needs are met;

  • Inputs applications and creates letters, and other forms of correspondence;

  • Binds insurance coverage and prepares insurance binders;

  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

  • Other duties as assigned.



Associates degree or equivalent combination of education and experience

4 - 6 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

Excellent customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork

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.