Alliant Insurance Services

Account Manager Lead - Commercial Lines - San Diego

San Diego, CA

Job Description

Account Manager Lead - Commercial Lines

Posted: Saturday, 11/11/2023
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:


Responsible for providing customer service and overall service of assigned customers and/or policies. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.


  • Fosters and manages overall relationship with clients ensuring retention of book of business
and high satisfaction.

  • Analyzes certificate, endorsement, and audit requests.
  • Initiates necessary corrections to ensure accuracy of dates, coverage, signatures, commission,
premium, attachments, etc.

  • Facilitates flow of information from agents and underwriters, whether to internal teams and/or

  • Initiates cancellation and non-renewal notices according to statutory and contractual

  • Responds promptly to all requests from internal team, (re)insurers or clients regarding account
servicing issues.

  • Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to
queries and concerns with a prompt resolution.

  • Maintains organizational control of all deadlines, follow-ups and deliverables for certificates,
endorsements, regulatory reporting or other pertinent items (whether internal or from outside

  • Provides and/or assists with quotations and binders for new business, renewals and

  • Initiates renewal process for existing clients, and discusses and creates renewal strategy with

  • Reviews policies for accuracy and review contracts.
  • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies,
and contacts client on receivable collections.

  • Notifies producer of pertinent information related to client retention.
  • Meets with clients as needed or directed by Producer.
  • Serves as technical expert, assisting department members to resolve complex issues.
  • Provides mentoring to staff to support immediate supervisor.
  • 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

Eight (8) or more 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

Advanced planning, organizational and prioritization skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

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 “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.

For more information on Alliant Insurance Service's benefits, visit the link below.

Alliant Insurance Services At A Glance

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