Account Manager
Alliant Insurance Services
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Job Description
As one of the 5 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.
This role supports our Employee Benefits Department
Mid-to-large market self-funded employee benefit plans
Essential Duties And Responsibilities
Fosters and manages overall relationship with clients ensuring retention of mid market 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
Associate's Degree or equivalent combination of education and experience
Bachelor's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
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
Good leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
About The Company
Alliant Insurance Services
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
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