Structured Settlement Account Manager
Irvine, CA 
Share
Posted 10 days ago
Job Description
Structured Settlement Account Manager
Virtual Req #1852
Monday, April 22, 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 Producer support from initial case intake through policy issuance of the structured settlement policy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Support Producer to foster and manages overall relationship with clients ensuring retention of large book of business and high satisfaction.

* Prepare proposals, settlement documents and report information based on client guidelines.

* Review and submit medical records for rated ages.

* Maintain and review rate changes and daily rates for all life companies.

* Conduct review of proposals and settlement documents.

* Review settlement agreements and court documents then communicate same to attorneys.

* Prepare all documents for submission and approval of life companies.

* Finalize proposals in coordination with Producer.

* Monitor and field all post settlement policy issues with pertinent parties.

* Review policies for accuracy then deliver to clients.

* Review life care plans and other economic damage reports in order to prepare applicable proposals as directed.

* Notify producer of pertinent information related to client retention.

* Collect all information necessary for commission payment.

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

* Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

* Other duties as assigned.

* Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree, or equivalent combination of education and experience

Six (6) or more years, related work experience

Two (2) or more years, Experience with workers' compensation claims

Valid Insurance License

SKILLS

Proficient in Microsoft Office Suite, with proficiency in Excel preferred

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team

#LI-SS1

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, click
.
Other details
  • Pay Type Salary
  • Min Hiring Rate $75,000.00
  • Max Hiring Rate $85,000.00
  • Job Start Date Monday, April 22, 2024
Share this job:

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Associate Degree
Required Experience
6 years
Email this Job to Yourself or a Friend
Indicates required fields