Alliant Insurance Services, Inc.
Account Manager Lead - Employee Benefits
Alliant Insurance Services, Inc., Sacramento, California, United States, 95828
Account Manager Lead - Employee Benefits
Tuesday, October 29, 2024At 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.SUMMARYResponsible 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 RESPONSIBILITIESFosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction;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.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree or equivalent combination of education and experienceEight (8) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsAbility to work within a team and to foster teamworkExcellent customer service skills, including telephone and listening skillsSuperior leadership, problem solving and time management skillsAbility to prioritize work for multiple projects and deadlinesProficient in Microsoft Office Suite
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Tuesday, October 29, 2024At 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.SUMMARYResponsible 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 RESPONSIBILITIESFosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction;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.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree or equivalent combination of education and experienceEight (8) or more years related work experienceValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsAbility to work within a team and to foster teamworkExcellent customer service skills, including telephone and listening skillsSuperior leadership, problem solving and time management skillsAbility to prioritize work for multiple projects and deadlinesProficient in Microsoft Office Suite
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