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Account Manager

Company: Alliant Insurance
Location: Houston
Posted on: September 16, 2021

Job Description:

Insight Global is looking for an Account Manager for one of our Insurance Brokerage Clients located in the Galleria Area of Houston, Texas. This person, however, can sit in Houston or the Greater Dallas/Fort Worth area. He/She will be providing support to Account Executives and their book of business, as well as supporting the Producer in developing business opportunities. This support would entail providing expertise in strategic planning and consultive advice to clients, including analysis and recommendations for coverage plans. Additionally, they will be taking in requests for: certificates of insurance, endorsement requests, change of schedules and policies as well as managing claims. The Account Manager will also be preparing, finalizing, and presenting proposals. He/She will also be handling client requests and assisting with the claims process for their clients. This person will be inputting all the information into their Applied Epic systems. This role will provide opportunity for development and growth into and account executive role.


P&C Insurance license



Continuing education through certifications like: CPCU, CIC, RPLU, etc.
3-5 years of experience in an Insurance Account Manager role



2-3 years of brokerage experience



Experience handling client requests for: certificates of insurance, endorsement requests, change of schedules and policies as well as managing claims.



Experience analyzing market trends and preparing and finalizing proposals.



Proficient with Applied Epic or a similar Agency Management tool



Excellent verbal & written communication



Must have excellent time management and must be able to understand how to prioritize requests.



Bachelors degree or equivalent experience

Keywords: Alliant Insurance, Houston , Account Manager, Other , Houston, Texas

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