Account Manager Lead - Employee Benefits
 Alliant Insurance Services | |
 United States, California, Walnut Creek | |
 Oct 30, 2024 | |
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Account Manager Lead - Employee Benefits
Sacramento, CA, USA * San Francisco, CA, USA * Walnut Creek, CA, USA
Req #2763 Tuesday, October 29, 2024
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES * Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction; * Reviews client team's RFPs; * Selects markets for solicitation; * Analyzes market proposals for verification of benefits, premiums, and competitiveness; * Reviews coverage contracts for accuracy of policy provisions; * Meets with clients for pre-renewal strategy, proposal delivery and explanation; * Conducts client open enrollment meetings and answers questions regarding benefit coverage; * Negotiates with markets for benefits premium concessions; * Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues; * Manages new carrier and plan implementations for book of business; * Ensures team prepares claims experience and utilization reports and reviews for accuracy; * Reacts, processes, and follows up on new business; * Meets with clients as needed or directed by Producer; * Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; * Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); * Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE 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 SKILLS Excellent verbal and written communication skills Ability to work within a team and to foster teamwork Excellent customer service skills, including telephone and listening skills Superior leadership, problem solving and time management skills Ability to prioritize work for multiple projects and deadlines Proficient in Microsoft Office Suite #LI-LM1 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 here . Other details
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