Assistant Account Manager

Alliant Insurance Services

Assistant Account Manager providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Responsibilities include customer retention and account management.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and account management within the insurance industry, with a strong focus on policy analysis, negotiation, and compliance with data integrity standards.

Highest-signal resume keywords

Customer ServiceInsurance LicensePolicy AnalysisAccount ManagementNegotiation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ReviewApplication ProcessingQuote PackagingCoverage NegotiationData EntryCertificate PreparationClient Proposal DevelopmentRenewal ManagementAccounting Inquiry ResolutionCollections Management

Soft Skills

CommunicationProblem-SolvingCollaborationAttention to DetailOrganizational Skills

Tools & Technologies

Agency Management System

Certifications & Qualifications

Valid Insurance LicenseContinuing Education Requirements

Industry Keywords

InsuranceUnderwritingClient MeetingsMarketing StrategyData Integrity

About the role

Key responsibilities & impact

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.
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.

Requirements

What you’ll need

Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Alliant Insurance Services Website LinkedIn All Job Openings 10,000+ employees Founded 1925 🛡️ Insurance 🤝 B2B 💼 Consulting 💰 $690M Debt Financing - Alliant Insurance Services on 2019-10 Insurance
B2B
Consulting Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally. Assistant Account Manager 🔥 6 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.
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. 🎯 Requirements
Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance License
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